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James F

Series 63, Series 66

Midlothian, VA

Ameriprise

James Fisher is a financial advisor at Ameriprise in Virginia Beach, VA, with 29 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Columbia Management Investment Distributors, Inc. and Columbia Management Investment Advisers, LLC for 13 years. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations in partnership with the client’s advisor. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Series 66

Midlothian, VA

Ameriprise

Kevin Williamson is a financial advisor with Ameriprise, holding a Series 66 designation and over 23 years of industry experience. He has been with Ameriprise and its affiliates since 1997. Williamson manages his practice through an S Corporation and oversees employee and marketing operations via a separate S Corporation. 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 recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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