Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.


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Bill McDonald, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

Bill McDonald


Financial Advisor

Vice President
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Maureen Henry

Maureen Henry

Operations Leader


  • Series 7, Series 66
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Colleen Clarke

Client Service Coordinator

Carolyn Parks

Carolyn Parks

Client Service Specialist

Roles & Responsibilities

  • All administrative services: account opening, account updates, money movement, statements and tax forms, appointment scheduling.
  • Client event/seminar information and RSVP, technology resources including Ameriprise.com, Total View and connecting with us on social media.
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