Pittsburgh, PA Omega Dr Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,129

Across 4,276 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

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

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Based on Ameriprise

Demographic focus

Approaching retirement

Based on Ameriprise

Location

1570 Omega Dr

Pittsburgh PA 15205

Advisors at this office

8

Advisors at this office

user avatar

Scott A

Series 63, Series 65

Pittsburgh, PA

Ameriprise

Scott Accamando is a financial advisor with Ameriprise Financial Services holding Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at Lincoln Investment for 11 years before joining Ameriprise in 2026. Based in Pittsburgh, PA, he serves clients through a large, diversified advisory firm. Ameriprise Financial Services serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning that includes written recommendations and ongoing advice. The firm’s approach involves algorithmic analysis and integrates asset allocation, withdrawal strategies, and Social Security planning within an investment universe that includes affiliated and third-party products.

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

Zachary K

Series 66

Pittsburgh, PA

Ameriprise

Zachary Kenny is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at firms including Federated Hermes, PNC Investments, and Northwestern Mutual. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Jason S

Series 63, Series 66

Pittsburgh, PA

Ameriprise

Jason Short is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Ameriprise and its predecessor entities since 1998. Outside of his advisory role, he owns El Rey LLC and Abstract Brewing Company, a start-up brewery project in Carnegie, PA. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

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

Quan L

Series 66

Pittsburgh, PA

Ameriprise

Quan Le is a financial advisor at Ameriprise with a Series 66 designation. He has four years of experience, including prior roles at J.P. Morgan and Comerica Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

David H

Series 63

Pittsburgh, PA

Ameriprise

David Headrick is a financial advisor at Ameriprise with 40 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its predecessor firms since 1985. Headrick also operates HEADRICK & SON LLC, a consulting business related to his financial services practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Michael H

Series 66

Pittsburgh, PA

Ameriprise

Michael Headrick is a financial advisor with Ameriprise Financial Services in Pittsburgh, PA, holding a Series 66 credential and seven years of industry experience. His work history includes roles at Ameriprise since 2013 and a position at Walmart from 2017 to 2018. He is also the owner of HEADRICK & SON LLC, a consulting business related to his financial services practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

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

Jacob A

Series 66

Pittsburgh, PA

Ameriprise

Jacob Anderson is a financial advisor at Ameriprise with Series 66 credentials and two years of industry experience. His prior work includes roles at Dicks House of Sport, CDI LLC, Jewelcor Inc., and The Lofts. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

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

Zachary S

Series 66

Pittsburgh, PA

Ameriprise

Zachary Streno is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has prior experience at Federated Global Investment Management Corp. and related Federated entities from 2020 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, using investment research and algorithmic tools within a defined investment universe.

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