Seattle, WA Westlake Ave N Office

Gina Humphries is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and bringing four years of industry experience. She previously worked at Edward Jones for five years and has diverse professional experience including roles at Molen Orthodontics and Fleet Feet Sports Bonney Lake. Outside of her advisory work, she has a minor involvement as an affiliate in a multi-level marketing vitamin company. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates proprietary investment research and algorithmic tools to provide personalized, tax-aware retirement recommendations.

Lorraine Brown is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked at the University of Nevada, Las Vegas, and spent 17 years at Caesars Entertainment. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Grigg is a financial advisor with Ameriprise in Seattle, WA, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Ameriprise in 2022, he worked at Definitive Signings LLC and has been involved with Definitive Paint LLC since 2020. He also spent time at the University of Washington and was self-employed early in his career. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal advice for clients approaching or in retirement.

Andrea Singleton is a CFP®-certified financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is a director of STM Enterprises Inc., a business she manages in Seattle. Ameriprise specializes in retirement-income planning for clients with substantial investable assets, offering tailored, algorithm-supported recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

David Levine is a financial advisor with Ameriprise in Mountlake Terrace, WA, holding a Series 66 designation and 16 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Levine serves as president of the Lake City Soccer Club Board. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Stanley Tse is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages expenses for another Ameriprise practice through his business, STM Enterprises Inc. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and oversight to provide tailored, algorithm-assisted advice, with a focus on assets held in Ameriprise Managed Accounts.

Amanda Williams is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with Ameriprise and previously worked at Capital Analysts, LLC, Shelgren Financial Group, and Lincoln Investment. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide personalized retirement planning, leveraging algorithmic automation overseen by specialized committees.