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William H

Series 63, Series 65

Moyock, NC

Ameriprise

William Hannan is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes positions at Raymond James Financial Services and Townebank. Outside of his advisory role, he serves as President of the Carolina Highlands Property Owners Association. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations in partnership with clients’ advisors.

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