Hingham, MA 175 Derby St Ste 16 Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,719 advisors across 4,079 offices

Location

175 Derby St Ste 16

Hingham MA 02043

Advisors at this office

3

Advisors at this office

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Peter D

Series 66

Hingham, MA

Ameriprise

Peter Donovan is a financial advisor with Ameriprise in Duxbury, MA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team working alongside financial advisors.

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

Series 66

Hingham, MA

Ameriprise

Michael Welch is a financial advisor with Ameriprise in Duxbury, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, with a centralized consulting team supporting advisors in producing these recommendations.

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

Series 63, Series 65

Hingham, MA

Ameriprise

Andrew Witherow is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Ameriprise since 2018 and previously at ATEL Securities Corporation. Outside of his advisory role, he serves as a trustee on the Board of Trustees for the Church of the Pilgrimage and provides pro bono financial assistance to veterans through the Coordinated Assistance Network. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

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