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Gabrielle W

Series 63, Series 66

Chardon, OH

Ameriprise

Gabrielle White is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and three years of industry experience. She previously worked at The Huntington Investment Company, Huntington National Bank, and JP Morgan Chase. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service designed for clients approaching or in retirement. The firm provides written Recommendation Reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

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

Series 63, Series 65

Chardon, OH

Ameriprise

Timothy Cohen is a financial advisor with Ameriprise in Chardon, Ohio, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Ameriprise since 2026 and previously held roles at The Huntington National Bank, Huntington Investment Company, W&S Brokerage Services, and Western & Southern Life. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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