Montgomery, AL Zelda Road Office

Cindy Cornette is a CFP® professional with 26 years of experience in the financial industry. She has worked at Ameriprise since 2019 and previously spent seven years with Wells Fargo Advisors. Outside of her advisory role, she serves on the Board of Directors and as Treasurer for the Arrowhead Country Club Ladies Association, is a board member of the Arrowhead Country Club Board of Governors, and holds a leadership position with the Wynlakes Women’s Association. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Morris is a financial advisor with Ameriprise in Montgomery, AL, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and operates Dan W Morris Inc., a consulting business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, supported by a centralized retirement-income consulting team.