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Bill Pickles, Private Wealth Advisor serving the Tacoma, WA area - Ameriprise Advisors

Bill Pickles

Private Wealth Advisor

Franchise Owner
Cornerstone Financial Strategies

An Ameriprise Private Wealth Advisor

32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Social Security Retirement Benefits

Education

  • B.S.B.A. - Finance, University of Florida, 1992

Awards & recognition

  • Ameriprise Circle of Success, 2019 - 2024

Previous experience

  • Chief Investment Officer & Owner - Cornerstone Financial Strategies, LPL, 2007 - 2018

Community participation

Tacoma Rotary #8

Interests

  • Bill is married to Jennifer L. Olive, PhD
  • Bill and Jennifer have three daughters: Lauren Teresa, Elena Sue and Clair Elise
  • Bill's family enjoys many outdoor activities, including skiing, hiking and biking

Connect with us

Bill Pickles may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0H83032

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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