Greenwich, CT 41 W Putnam Ave Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,070 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Ameriprise Premier Retirement Income service for clients approaching or in retirement. The Service delivers a written Recommendation Report and ongoing annual retirement‑income planning advice focused on dependable income sources and tax‑aware withdrawal strategies.

The retirement income offering is produced by a centralized Service team that collaborates with the client’s Ameriprise financial advisor; implementation is non‑discretionary and clients or their advisors act on the recommendations. Analysis for the Recommendation Report draws on Ameriprise’s investment research, third‑party data and algorithmic tools overseen by an internal committee, and typically addresses asset allocation, asset‑bucketing/adaptive withdrawal approaches, and Social Security claiming options.

Distinctive features include restrictive enrollment criteria that require a minimum level of investable assets and the inclusion of Ameriprise managed account assets (and therefore assets held at Ameriprise) to participate, which is more limiting than many large advisory programs. The firm’s recommendations operate within an investment universe influenced by its affiliated product ecosystem and distribution arrangements — including Columbia and RiverSource sub‑advised options, AEIS cost‑reimbursement relationships for some investment portfolios, and a StartingPoint list that privileges participating fund firms — and Ameriprise discloses these economic relationships and rebates certain fund‑level fees in Managed Accounts.

Based on Ameriprise

Expertise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Based on Ameriprise

Demographic focus

Approaching retirement

Based on Ameriprise

Location

41 W Putnam Ave

Greenwich CT 06830

Advisors at this office

7

Advisors at this office

user avatar

Thomas M

Series 63, Series 66

Greenwich, CT

Ameriprise

Thomas Mc Candless is a financial advisor with Ameriprise in Eastchester, NY, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for The Miracle League of Westchester. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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

Charles C

Series 63, Series 66

Greenwich, CT

Ameriprise

Charles Castro is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at David Lerner Associates, Inc. for 18 years and at Spirit of America Management Company for one year. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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

Edik E

Series 66, Series 65

Greenwich, CT

Ameriprise

Edik Eskandarian is a financial advisor with Ameriprise Financial Services LLC, holding Series 65 and Series 66 credentials and 26 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services, Inc. for 13 years and BFC Planning, Inc. for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

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

Francisco C

Series 63, Series 65

Greenwich, CT

Ameriprise

Francisco Cabral is a financial advisor at Ameriprise Financial Services LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for David Lerner Associates, Inc. for 15 years before joining Ameriprise in 2021. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating investment research, algorithmic tools, and tax-aware strategies.

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

Augustin D

Series 66

Greenwich, CT

Ameriprise

Augustin Djerdjaj is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked as a self-employed advisor and with Ameriprise Financial Services. 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 through a structured, research-driven process and tax-aware strategies.

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

Michael B

Series 63, Series 65

Greenwich, CT

Ameriprise

Michael Bucci is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2019, following prior roles at MassMutual and MetLife Securities. Outside of his advisory work, Bucci owns a marketing business and is involved in independent insurance brokering. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

William M

Series 66

Greenwich, CT

Ameriprise

William Mc Laughlin is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and currently based in Greenwich, CT. He has one year of industry experience and prior roles include positions at Northwestern Mutual and BH Asset Management, along with various academic and community-related engagements. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice. The firm employs a centralized team that collaborates with advisors to deliver recommendations based on comprehensive investment research and proprietary tools, focusing on tax-aware withdrawal strategies and dependable income sources.

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