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Todd W
CFP®, Series 66
Vero Beach, FL
Ameriprise
Todd Winter is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Stifel Nicolaus, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he volunteers as a table leader for a financial education course sponsored by Christ Fellowship Church focused on personal debt management. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver tailored retirement income advice.
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