Midlothian, VA Fox Chase Ln Office
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Ameriprise
Institution
Firm-wide stats for Ameriprise
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
Based on Ameriprise
Location
2941 Fox Chase Ln
Midlothian VA 23112
Advisors at this office
3
Advisors at this office
Samantha W
Series 66
Midlothian, VA
Ameriprise
Samantha Wooton is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she is involved in managing BE BRAVE LLC, an LLC that supports her Ameriprise practice operations, and assists with office work for her husband’s home inspection and remodeling business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven, algorithm-supported recommendations with personalized financial advice. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.
Bivas G
Series 66
Midlothian, VA
Ameriprise
Bivas Ghosh is a financial advisor at Ameriprise with 23 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he is involved in managing businesses that purchase tax lien certificates and deeds across multiple states. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Joann S
Series 63, Series 65
Midlothian, VA
Ameriprise
Joann Stith Maloney is a financial advisor with Ameriprise in Midlothian, VA, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Ameriprise and its related entities since 2012. Outside of her advisory role, she owns Revive Your Vibe, a business focused on selling essential oils and performing energy work. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
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