Palm Bch Gdns, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
3
Of 12,719 advisors across 4,079 offices
Location
Palm Bch Gdns FL
Advisors at this office
3
Advisors at this office
Veronica M
Series 63, Series 65, Series 66
Palm Bch Gdns, FL
Ameriprise
Veronica Mcleod is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Ameriprise since 2019, following a decade at Wells Fargo in various capacities. Outside of her advisory role, she serves on the Board of Directors for the Kiwanis Club of Riviera Beach and participates in the Palm Beach Toastmasters. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.
Daniel B
Series 66
Palm Bch Gdns, FL
Ameriprise
Daniel Bellino is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of advising, he is involved in independent insurance brokering, including fixed annuity products. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver personalized, non-discretionary advice through a centralized retirement-income consulting team.
Sean M
Series 63, Series 65
Palm Bch Gdns, FL
Ameriprise
Sean Mcquown is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing detailed, algorithm-assisted recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.
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