Vienna, VA Maple Ave E Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

2

Of 12,719 advisors across 4,079 offices

Location

133 Maple Ave E, Ste 306

Vienna VA 22180-5780

Advisors at this office

2

Advisors at this office

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William C

Series 66

Vienna, VA

Ameriprise

William Cory is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Suntrust Advisory Services, Wells Fargo Clearing, and Wells Fargo Advisors. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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

Series 66

Vienna, VA

Ameriprise

Marie Laurion is a financial advisor with Ameriprise in Washington, DC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate firms since 2001. Outside of her advisory role, Laurion serves as a trustee on the board of Temple Emanuel and participates as a volunteer speaker with the Financial Planning Association’s ComPsych program. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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