McLean, VA Westpark Dr Office

Team
Updated today
Ameriprise logo

Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,140

Across 4,279 offices

Clients per advisor

104 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

8484 Westpark Dr Ste 710

McLean VA 22102

Advisors at this office

7

Advisors at this office

user avatar

Caiden G

Series 63, Series 65

McLean, VA

Ameriprise

Caiden Gourley is a financial advisor at Ameriprise in McLean, VA, holding Series 63 and Series 65 licenses with less than one year of industry experience. His prior work includes roles at ProPics, Poplar Grove Golf Club, Dicks Sporting Goods, RCM Capital Management, Liberty University, Flex Engineering Solutions, and Danville Community School. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Matthew P

Series 66

McLean, VA

Ameriprise

Matthew Pignetti is a financial advisor with Ameriprise in McLean, VA, holding a Series 66 designation and two years of industry experience. His work history includes roles at Ameriprise since 2021, as well as previous positions at DoorDash, Penn State University, Fitwize, Lost Rhino, and Broad Run High School. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement planning, supported by algorithmic automation and a dedicated consulting team.

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

Thomas K

Series 66

McLean, VA

Ameriprise

Thomas Kenyon is a financial advisor with Ameriprise in Ashburn, VA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

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

Christopher S

Series 63, Series 65

McLean, VA

Ameriprise

Christopher Shiring is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Shiring also manages his advisory practice through an LLC, Lung, Shiring & Associates. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-based, non-discretionary recommendations that incorporate tax-smart strategies and adaptive withdrawal techniques, supported by an automated platform overseen by dedicated specialists.

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

Series 66

McLean, VA

Ameriprise

Alexander Hardy is a financial advisor with Ameriprise in McLean, VA, holding the Series 66 designation and four years of industry experience. His prior work includes a variety of roles outside finance, including managing a liquor store and employment in retail and food service. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning advice through a centralized team working alongside advisors. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools to address income planning strategies, with enrollment criteria focused on clients with substantial investable assets.

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

Elizabeth S

Series 66

McLean, VA

Ameriprise

Elizabeth Shiring is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 1996. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

John T

Series 63, Series 65

McLean, VA

Ameriprise

John Taliaferro III is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise in various capacities since 2011. He is also the owner of Taliaferro & Associates, PLLC, where he provides tax preparation services. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
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