Wellesley, MA William Street Office
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Ameriprise
Institution
Firm-wide stats for Ameriprise
About
Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Ameriprise Premier Retirement Income service for clients approaching or in retirement. The Service delivers a written Recommendation Report and ongoing annual retirement‑income planning advice focused on dependable income sources and tax‑aware withdrawal strategies.
The retirement income offering is produced by a centralized Service team that collaborates with the client’s Ameriprise financial advisor; implementation is non‑discretionary and clients or their advisors act on the recommendations. Analysis for the Recommendation Report draws on Ameriprise’s investment research, third‑party data and algorithmic tools overseen by an internal committee, and typically addresses asset allocation, asset‑bucketing/adaptive withdrawal approaches, and Social Security claiming options.
Distinctive features include restrictive enrollment criteria that require a minimum level of investable assets and the inclusion of Ameriprise managed account assets (and therefore assets held at Ameriprise) to participate, which is more limiting than many large advisory programs. The firm’s recommendations operate within an investment universe influenced by its affiliated product ecosystem and distribution arrangements — including Columbia and RiverSource sub‑advised options, AEIS cost‑reimbursement relationships for some investment portfolios, and a StartingPoint list that privileges participating fund firms — and Ameriprise discloses these economic relationships and rebates certain fund‑level fees in Managed Accounts.
Based on Ameriprise
Expertise
Based on Ameriprise
Location
60 William Street, Suite 140
Wellesley MA 02481-3810
Advisors at this office
5
Advisors at this office
Patrycja C
Series 63, Series 66
Wellesley, MA
Ameriprise
Patrycja Cotter is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has previously worked at various Citizens Bank entities from 2014 to 2022. Outside of her advisory role, she serves as a Notary Public. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.
Chris S
CFP®, Series 63, Series 65
Wellesley, MA
Ameriprise
Christopher Suraci is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Ameriprise, having previously worked for Citizens Investment Services Corp for over two decades. Outside of his advisory role, he is co-owner of MapleRock Wealth Management and owner of Durum Wheat Inc., which has a 50% interest in Winter Durum LLC. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.
Diana T
Series 63, Series 65
Wellesley, MA
Ameriprise
Diana Taksir is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various financial institutions, including Citizens Bank and Citizens Securities. Outside of her advisory role, she provides public notary services. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written retirement income recommendations, supported by a centralized consulting team.
Michael D
Series 65, Series 63
Wellesley, MA
Ameriprise
Michael De Biase is a financial advisor with Ameriprise Financial Services, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill, and MFS Institutional Advisors. He has also worked as a ride-share driver in San Francisco. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.
Andrius J
Series 63, Series 65, Series 66
Wellesley, MA
Ameriprise
Andrius Jurkunas is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He previously worked at Citizens Securities, Inc. for 20 years before joining Ameriprise in 2020. Jurkunas serves on the Board of Trustees for the Isabella Stewart Gardner Museum. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
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