Phillip Williams is a financial advisor with Ameriprise in Oro Valley, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at American Express Financial Advisors for 18 years before joining Ameriprise in 2020. Outside of his advisory role, he creates handmade leather goods and everyday carry gear, including wallets, valet trays, and phone covers. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Patrick O'Neill is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and previously worked at American Express Financial Advisors for 19 years before joining Ameriprise in 2020. Outside of his advisory role, he serves as a sports official and works as an assistant golf coach for a high school in Tucson, AZ. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.