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Michael M
Series 63, Series 65
Burlington, VT
Ameriprise
Michael Mathon is a financial advisor with Ameriprise in Burlington, VT, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides detailed planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.
Josephine M
Series 66
Burlington, VT
Ameriprise
Josephine Miller is a Series 66-licensed financial advisor with Ameriprise in Burlington, VT, where she has worked since 2013, totaling 12 years of industry experience. Outside of her advisory role, she owns a creative services business focused on sewing and teaching. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations through a centralized consulting team.
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