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Timothy M

Series 66

Woodbridge, VA

Ameriprise

Timothy Mccleerey is a financial advisor with Ameriprise in Woodbridge, VA, holding a Series 66 designation and 15 years of industry experience. He has worked with Ameriprise and its affiliate since 2012. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with its financial advisors.

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

Series 66

Woodbridge, VA

Ameriprise

Amante Decastro is a Series 66-licensed financial advisor with Ameriprise in Woodbridge, VA, and has 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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

Series 63, Series 65

Woodbridge, VA

Ameriprise

Bennett Whitlock III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1993 and worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, Whitlock holds ownership interests in a co-working space and a commercial real estate partnership, and serves on the boards of the Manassas Ballet Theatre and the Prince William County Chamber of Commerce. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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