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Gregory F

Series 66

Gonzales, LA

Ameriprise

Gregory Fulcher is a financial advisor with Ameriprise who holds the Series 66 designation and has 29 years of industry experience. He has been with Ameriprise since 2005 and also has a longstanding role at Bergeron & Lanaux, CPAs. Outside of advising, he owns several small businesses including a candy and baked goods company and serves on the board of directors for WealthPromise, Inc., a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm employs a centralized service team and uses proprietary research and third-party data to support its recommendations within a defined investment universe.

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

Series 66

Gonzales, LA

Ameriprise

Alexis Blackwell is a financial advisor at Ameriprise in Gonzales, LA, holding a Series 66 designation. Blackwell has recently begun a career in the industry with experience starting in 2026 and prior roles across diverse sectors including education and healthcare. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that focuses on written recommendation reports and ongoing retirement-income planning advice centered 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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