Wilmington, DE 3520 Silverside Rd Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

4

Of 12,719 advisors across 4,078 offices

Location

3520 Silverside Rd, Ste 25

Wilmington DE 19810

Advisors at this office

4

Advisors at this office

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Michael G

Series 63, Series 65

Wilmington, DE

Ameriprise

Michael Gioia is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Gioia serves as a board member and treasurer for the Silverside Commons Condo Council. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, with a centralized consulting team supporting its advisors.

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

Series 66

Wilmington, DE

Ameriprise

Steven Shimp Jr. is a financial advisor with Ameriprise who holds a Series 66 designation and has 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he co-owns Truecore LLC, a business managing his Ameriprise advisory practice. Ameriprise Financial Services is a large, diversified 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 dependable income and tax-aware withdrawal strategies.

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

Series 66

Wilmington, DE

Ameriprise

Daniel Scribner is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its related entities since 2015. Scribner is also co-owner of Truecore LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Sarah H

Series 66

Wilmington, DE

Ameriprise

Sarah Henderson is a financial advisor with Ameriprise in Claymont, DE, holding a Series 66 designation and one year of industry experience. She previously worked at State Farm for nine years. Henderson is also a registered team member at TrueCore, LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

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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