Arlington, MA Water St Office

Brian Kiefer is a financial advisor with Ameriprise in Arlington, MA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at RiverSource Distributors Inc for eight years before joining Ameriprise in 2023. Outside of his advisory role, Kiefer coaches first-time alpine downhill ski racers at Ragged Mountain Competition Programs. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written recommendations through a centralized consulting team while offering a broad range of advisory, brokerage, and insurance solutions.

Ellen Kenney is a financial advisor with Ameriprise in Winchester, MA, holding a Series 63 designation and 35 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Kenney is part of EMK Advisors, LLC, a business entity formed with three other advisors to manage office expenses and rent. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for assets held in Ameriprise-managed accounts.

Daniel Heenan is a financial advisor with Ameriprise in Arlington, MA, holding a Series 63 designation and over 33 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he has a business ownership unrelated to investment activities that is used solely to pay regular office bills. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement planning advice, using a centralized team that collaborates with individual advisors to support clients approaching or in retirement.

John Kelly is a financial advisor at Ameriprise with 37 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved as an LLC member of EMK Advisors LLC for office-related activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.