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Matthew B

Series 66

Branson, MO

Ameriprise

Matthew Baker is a financial advisor with Ameriprise in Branson, MO, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Cain Watters & Associates, Ernst & Young, and Branson Bank. He is also employed by Branson Bank, where he serves as a financial advisor through Ameriprise’s investment service custodial channel. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning, utilizing proprietary research and third-party data to support tax-aware withdrawal strategies and asset allocation.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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