Severna Park, MD Baltimore Annapolis Blvd Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

4

Of 12,719 advisors across 4,079 offices

Location

877 Baltimore Annapolis Blvd, Ste 315

Severna Park MD 21146

Advisors at this office

4

Advisors at this office

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Andrew S

Series 66

Severna Park, MD

Ameriprise

Andrew Shaver is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has worked with Ameriprise since 2019 and previously was with Cetera Investment Services and Foresters Financial Services. Outside of Ameriprise, he is involved with River Hills Consulting Services, LLC, where he acts as a paraplanner managing an advisory business. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service featuring written recommendation reports and annual retirement income planning advice focused on tax-aware withdrawal strategies and dependable income sources.

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

Series 66

Severna Park, MD

Ameriprise

Garrett Phillips is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held roles at NewDay USA and HomeBuyer Connections, among others. He also works as a business processor and paraplanner with River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

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

Series 66

Severna Park, MD

Ameriprise

Caroline Hulting is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and previously worked at Scarborough Capital Management and Solomonwood. Outside of her advisory role, she is involved with River Hills Consulting Services, LLC as a case manager and paraplanner. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

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

Andrew P

Series 63, Series 65

Severna Park, MD

Ameriprise

Andrew Phillips is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and nine years of industry experience. He previously worked at Foresters Financial Services and Live Nation before joining Ameriprise. Phillips also manages an advisory business through River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party analysis.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
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