Brattleboro, VT Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,773 advisors across 4,086 offices

Location

114 Main St, 2nd Fl

Brattleboro VT 05301

Advisors at this office

3

Advisors at this office

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Michael B

CFP®, Series 66

Brattleboro, VT

Ameriprise

Michael Brown is a CFP®-designated financial advisor with Ameriprise in Brattleboro, VT, and has three years of industry experience. He previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co for four years and was employed at Mountain Sun Community School for seven years. In addition to his advisory role, he is involved in outside insurance sales, including life, disability, long-term care, and fixed annuities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

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

Series 66

Brattleboro, VT

Ameriprise

Travis Shine is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2004, including both Ameriprise Financial Services, Inc. and Ameriprise. Outside of his advisory work, Shine serves as treasurer for the First Congregational Church of Newfane, is a board member of the Grace Cottage Foundation, and participates on the investment committee for Hilltop Montessori School’s endowment. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

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

Series 66

Brattleboro, VT

Ameriprise

Josephine Leise is a Series 66-licensed financial advisor with Ameriprise Financial Services, LLC, based in Brattleboro, VT. She has four years of industry experience, including prior roles at Equitable Advisors, LLC and independent financial advisory work. Outside of finance, she has been involved with several local businesses, including Hitchcock Brewing Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a focus on retirement income planning through its Ameriprise Premier Retirement Income service. The firm offers tailored recommendation reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

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