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Dawn C

Series 66

Kerrville, TX

Ameriprise

Dawn Collum is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise and its affiliates since 2012. Outside of her advisory role, she serves as Regent for the Major James Kerr Chapter of the National Society Daughters of the American Revolution and as President of the San Antonio Area Regents Council. She is also featured in a book about local business leaders. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations delivered through a centralized consulting team.

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