Niceville, FL E Hwy 20 Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

2

Of 12,773 advisors across 4,079 offices

Location

4502 E Hwy 20, Suite B

Niceville FL 32578-9755

Advisors at this office

2

Advisors at this office

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Zachary S

Series 66

Niceville, FL

Ameriprise

Zachary Seabolt is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He joined Ameriprise in 2022 after brief tenures at SA Stone Investment Advisors and SA Stone Wealth Management. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning and delivers this service through a centralized consulting team in partnership with its financial advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David D

Series 63, Series 65

Niceville, FL

Ameriprise

David Dowden is a financial advisor with Ameriprise in Niceville, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and Wealth Management, LLP for 21 years. Outside of his advisory role, he manages a private family corporation used for insurance and consulting activities. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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