Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions—for today and tomorrow—with confidence.


Advisors

Elizabeth Peggy Carlington

Elizabeth Peggy Carlington

Financial Advisor

Visit Elizabeth Peggy Carlington's website
Donna S Cates

Donna S Cates

Financial Advisor

Visit Donna S Cates's website
Jason Cork

Jason Cork

Financial Advisor

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Patrick Cummings

Patrick Cummings

Private Wealth Advisor

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Richard Hydinger

Richard Hydinger

Financial Advisor

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Michael Sheehan

Michael Sheehan

Financial Advisor

Visit Michael Sheehan's website
John P Williamson

John P Williamson

Financial Advisor

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Jeff Waters

Jeff Waters

Financial Advisor

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Jordan Plaster

Jordan Plaster

Private Wealth Advisor

Visit Jordan Plaster's website
Harry Shumaker

Harry Shumaker

Financial Advisor

Visit Harry Shumaker's website
S Clark Scarvey Jr

S Clark Scarvey Jr

Financial Advisor

Visit S Clark Scarvey Jr's website
Josh Carnes

Josh Carnes

Financial Advisor

Visit Josh Carnes's website
Ray Deloteus

Ray Deloteus

Financial Advisor

Visit Ray Deloteus's website

Team

Courtney Rowan

Courtney Rowan

Registered Client Service Associate

Dena Percer

Dena Percer

Client Service Associate

Kelly Baker

Kelly Baker

Client Service Coordinator

Clare Michaels

Clare Michaels

Registered Client Service Associate

Qualifications

  • Samford University
  • Series 7
  • Series 63 & 65
  • Series 9 & 10
  • Alabama Insurance License for Life, Health, & Annuities

Roles & Responsibilities

  • Assist Clients with Administrative Services
  • Schedule Appointments
  • Provide assistance with questions regarding, statements, access to the secure site at Ameriprise.com, and other items as needed.
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Malin H Tate

Malin H Tate

Registered Client Service Associate