Madison, VA Office

Joel Marks is a financial advisor with Ameriprise in Madison, VA, holding the ChFC® designation and Series 63 and 66 licenses. He has 49 years of industry experience and previously worked at firms including Cuna Mutual Group and Capital One Financial Advisors. Outside of his advisory role, he hosts the Money Success Radio Program and serves as an ordained minister providing pulpit supply. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendations with ongoing tax-aware withdrawal guidance.

Robert Butterworth is a financial advisor with Ameriprise in Madison, Virginia, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he has involvement in real estate ownership unrelated to investment activities. Ameriprise is an institutional firm serving clients, particularly those nearing or in retirement with significant investable assets, through its retirement-income planning service. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.