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Amanda W

Series 63, Series 65

Maryville, TN

Ameriprise

Amanda Webb is a financial advisor at Ameriprise with 25 years of industry experience. She has worked with Ameriprise and its affiliates since 2012. Webb is registered with Series 63 and Series 65 credentials. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering tailored recommendations through a centralized consulting team that integrates research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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

Series 65, Series 66

Maryville, TN

Ameriprise

Georgia White is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 65 and Series 66 licenses and has worked with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.

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

Series 63, Series 65

Maryville, TN

Ameriprise

Catherine Mc Conkey is a financial advisor at Ameriprise with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliates since 2007. Outside of advising, she operates a retail home party business dealing in kitchen tools and sundries. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides customized retirement-income planning through written recommendation reports and ongoing advice, focusing on dependable income and tax-aware withdrawal strategies.

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