Franklin, TN Berry Farms Xing 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

8086 Berry Farms Xing Ste 130

Franklin TN 37064

Advisors at this office

2

Advisors at this office

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Jeremy S

CFP®, Series 63

Franklin, TN

Ameriprise

Jeremy Sweeney is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Ameriprise in Franklin, TN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and uses algorithmic automation combined with research and modeling to generate personalized, non-discretionary retirement plans.

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

Series 66, Series 63

Franklin, TN

Ameriprise

Melanie Suelflow is a financial advisor with Ameriprise in Franklin, TN, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Ameriprise and its affiliated entities since 2015. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a written Recommendation Report and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools within a managed account structure subject to specific enrollment criteria.

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