Ellwood City, PA Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

2

Of 12,773 advisors across 4,079 offices

Location

2 Pittsburgh Cir

Ellwood City PA 16117

Advisors at this office

2

Advisors at this office

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Damion B

Series 66

Ellwood City, PA

Ameriprise

Damion Barrett Jr. is a financial advisor at Ameriprise with the Series 66 designation and two years of industry experience. He has held various roles, including positions at Butler County Community College, Marshall’s, and Kent State University prior to his current advisory role. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s offerings are supported by investment research, third-party data, and algorithmic tools, with implementation executed on a non-discretionary basis.

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

Series 63, Series 65

Ellwood City, PA

Ameriprise

Norman Ballard Sr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1998. Outside of his advisory role, Ballard is involved in film production and screenwriting as president and executive producer of Barefloor Productions, Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide customized recommendation reports. The firm serves high-net-worth clients through a wide range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
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