Washington, DC Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,719 advisors across 4,079 offices

Location

Washington DC

Advisors at this office

3

Advisors at this office

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Andres D

Series 66

Washington, DC

Ameriprise

Andres Dardon Goodall is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. 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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Bernard T

Series 65

Washington, DC

Ameriprise

Bernard Tomasky II is a financial advisor with Ameriprise in Washington, DC, holding a Series 65 designation and 1 year of industry experience. He has been with Ameriprise since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

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

Series 63, Series 65

Washington, DC

Ameriprise

Michel Girardi is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Oppenheimer, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he participates in the Dulles Plane Pull, a charitable event benefiting the Special Olympics, where he has displayed his plane for attendees. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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