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Joseph W
Series 63, Series 65, Series 66
Knoxville, TN
Ameriprise
Joseph Woodruff is a financial advisor at Ameriprise with 42 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a combination of research, modeling, and tax-efficiency analysis.
Robert S
CFP®, Series 66
Knoxville, TN
Ameriprise
Robert Schutt is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Ameriprise in Knoxville, TN. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as President on the Board of Directors for the Knoxville Volunteer Rotary Club and participates on the club’s finance committee overseeing investment decisions for a significant gift. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm provides a specialized Premier Retirement Income service focused on retirement income planning using a combination of investment research, third-party data, and algorithmic tools.
Carol B
Series 63
Knoxville, TN
Ameriprise
Carol Biladeau is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliated entities since 1991. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Robert W
Series 63, Series 65
Knoxville, TN
Ameriprise
Robert Wallace is a financial advisor with Ameriprise in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory work, he has partial ownership and serves as secretary of Rocky Hill Properties LLC, a company formed to own a single piece of commercial real estate. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions and employs a centralized retirement-income consulting team that delivers algorithm-assisted, non-discretionary recommendation reports tailored to clients’ financial situations.
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