Milledgeville, GA W Thomas St Office

James Goforth Jr. is a CFP® and Series 66-registered financial advisor with Ameriprise, where he has worked since 2005, accumulating 26 years of industry experience. He serves as board chair for CASA, a nonprofit supporting court-appointed special advocates. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Robert Williamson is a financial advisor with Ameriprise in Milledgeville, GA, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he worked for 24 years at Georgia College & State University. Outside of advising, he serves on the boards of Meals on Wheels of Baldwin County and the Milledgeville-Baldwin County Chamber of Commerce, and leads active vacations for Sojourn Bicycling and Active Vacations. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, with a focus on clients meeting specific asset criteria. The firm combines research and modeling with tax-efficient strategies and uses algorithmic tools to generate personalized income recommendations.