Beckley, WV Dry Hill Road Office

Julie Bays is a financial advisor with Ameriprise in Beckley, WV, holding a Series 66 designation and seven years of industry experience. She has worked with Ameriprise since 2013 and was self-employed prior to that. Outside of her advisory role, she operates an online resale business on eBay. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Megan Legursky is a financial advisor at Ameriprise with two years of industry experience. She holds the Series 66 designation and previously worked at Mars Bank. Outside of her advisory role, she serves on the boards of the United Way of Southern West Virginia and the Beckley-Raleigh County Chamber of Commerce, and is president of the BNI West Virginia - Country Roads Connections Chapter. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Raymond Morton is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Outside of advising, he serves on the Finance Committee for St. Francis DeSales Church and is involved with RJMorton.LLC as a Practice Operations Specialist. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.