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Thomas N

CFP®, Series 63, Series 65

Greenwich, CT

Ameriprise

Thomas Nicolosi is a CFP® professional with 45 years of experience in the financial services industry. He has been with Ameriprise since 2005, including his current role at the firm since 2020. Nicolosi is involved in consulting and coaching financial advisors through Advanced Skill Development LLC and provides consulting services to other industry leaders. Ameriprise serves clients with a focus on retirement-income planning, offering a structured service for individuals meeting certain asset thresholds that combines research, modeling, and tax-efficient strategies. As a large institutional firm, Ameriprise provides a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

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