Arrington, TN Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

2

Of 12,719 advisors across 4,079 offices

Location

Arrington TN

Advisors at this office

2

Advisors at this office

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Victor T

CFP®, Series 63, Series 65

Arrington, TN

Ameriprise

Victor Taylor is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors from 2013 to 2023. Outside of his advisory work, he holds trustee and board positions at several educational and religious organizations and is active as a group fitness instructor. Ameriprise provides a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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

Series 63, Series 65

Arrington, TN

Ameriprise

Jason Clowers is a financial advisor with Ameriprise in Arrington, TN, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

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