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Zachary R

Series 66

Greenville, OH

Ameriprise

Zachary Rice is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has been with Ameriprise in various capacities since 2006. Outside of his advisory role, he owns Stillwater Consulting, which manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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

Series 66

Greenville, OH

Ameriprise

Brian Baker is a financial advisor with Ameriprise in Greenville, Ohio, holding a Series 66 designation and 13 years of industry experience. Prior to joining Ameriprise, he spent 14 years with The Huntington Investment Company. Outside of his advisory role, he is involved as a landlord managing rental properties. 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 annual retirement-income planning, incorporating tax-aware withdrawal strategies and Social Security options.

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