Scottsdale, AZ N Perimeter Dr Office

Charles Palacios is a financial advisor with Ameriprise in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its related entity since 2005. Outside of his advisory role, he is president and owner of Palace Enterprises, a legal entity connected to his team practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Amanda Palacios is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2021. Prior to her advisory role, she was employed at the Mayo Clinic and Pacific University. Outside of her advisory duties, she serves as Vice President of Palace Enterprises, a business entity supporting her team practice. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.