Stamford, CT Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

6

Of 12,719 advisors across 4,079 offices

Location

Stamford CT

Advisors at this office

6

Advisors at this office

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Philip M

Series 66

Stamford, CT

Ameriprise

Philip Madonna is a financial advisor with Ameriprise in Stamford, CT, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise and its related entities since 2018. Outside of his primary role, he is also involved as an Associate Financial Advisor with Inspire Confidence Group and provides financial coaching through Inspire Network, LLC. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, primarily focusing on assets held within Ameriprise-managed accounts.

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

Series 66

Stamford, CT

Ameriprise

James Owens is a financial advisor with Ameriprise in Stamford, CT, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, offering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

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

Vincent D

CFP®, Series 63

Stamford, CT

Ameriprise

Vincent De Vita is a CFP® professional with 26 years of industry experience. He has been with Ameriprise since 2005, currently based in Stamford, CT. Outside of his advisory role, he owns a business that supports his practice. Ameriprise offers retirement-income planning services for individuals generally holding at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

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

Series 63, Series 65

Stamford, CT

Ameriprise

Patricia Della Torre is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Series 63, Series 65

Stamford, CT

Ameriprise

Joshua Brown is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated entities since 2011. Brown serves on the board of Birthday Gifts for Charity, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm utilizes a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis, supported by a broad range of advisory, brokerage, and insurance solutions.

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

Albertine G

CFP®, Series 66

Stamford, CT

Ameriprise

Albertine Gibbs is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at JP Morgan Securities, LLC from 2015 to 2020. Outside of her advisory role, she is the Education Chair for the LPGA Amateur Westchester Chapter, where she organizes golf education clinics for members. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through detailed Recommendation Reports and ongoing support.

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