Financial Advisor

MILLER, ALLEN & ASSOCIATES A financial advisory practice of Ameriprise Financial Services, Inc.

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Tom Pippitt Ameriprise Financial Advisor
Office location
60 Walnut Street
Suite 101
Wellesley, MA 02481

Team Information


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(508) 837-6443
thomas.r.pippitt@ampf.com

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.


Areas of Focus

  • Investment Advice
  • Retirement Planning Strategies
  • Protection and Insurance
  • Saving for Education
  • Asset Allocation
  • General Financial Planning
Professional Associations
  • Barrington RI Newcomers Association
Qualifications
  • Series 7
  • Series 66
  • Series 63
  • Life Accident & Health Licensed
  • Licensed in RI, MA, CT, NY, NH, FL
Office Hours
  • Monday: 8:00 a.m. - 6:00 p.m.
  • Tuesday: 8:00 a.m. - 6:00 p.m., or By Appointment
  • Wednesday: 8:00 a.m. - 8:00 p.m., or By Appointment
  • Thursday: 8:00 a.m. - 5:00 p.m., or By Appointment
  • Friday: 8:00 a.m. - 5:00 p.m.
  • Saturday: Closed
  • Sunday: Closed
The Team

Nathan Richard
Associate Financial Advisor
nathan.m.richard@ampf.com

60 Walnut Street
Suite 101
Wellesley, MA 02481

781-431-7222 x208
78-431-9777

Qualifications

  • Series 7, 66 & LAH licensed
  • I am licensed and registered to conduct business in RI.
  • Based on licenses and registrations I hold, I may also conduct certain business in CT, MA, NY, FL