Douglas Crumley Jr. is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers specialized retirement-income planning services for individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Graham is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Ameriprise, he worked at Raymond James Financial Services Inc for five years and Oracle Portfolio Management for nine years. 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 retirement income planning advice and personalized Recommendation Reports focused on reliable income sources and tax-aware withdrawal strategies.