Hickory, NC 2nd St NW Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

2

Of 12,719 advisors across 4,078 offices

Location

34 2nd St NW, Ste 300

Hickory NC 28601

Advisors at this office

2

Advisors at this office

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Susan S

Series 66

Hickory, NC

Ameriprise

Susan Singleton is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Singleton serves as Treasurer on the Board of Directors for St. Stephens High School Class of 84. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

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

Series 65, Series 63

Hickory, NC

Ameriprise

Mitchell Sayers is a financial advisor with Ameriprise in Hickory, NC, holding Series 65 and Series 63 credentials and having 10 years of industry experience. He previously worked at The Vanguard Group, Inc. for one year before joining Ameriprise in 2017. Outside of his advisory role, he owns QC Somm LLC, a private sommelier and wine consulting business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines proprietary investment research and algorithmic tools to provide ongoing, tax-aware retirement-income recommendations within a defined investment universe influenced by affiliated product relationships.

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