Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Investments
  • Women's Financial Strategies
  • Insurance

Awards & recognition

  • Timothy J Gillespie, Ameriprise Circle of Success Diamond Ring, 2020
  • Timothy J Gillespie, Ameriprise Circle of Success, 2009-2021

Community participation

  • St. Charles Parish Finance Committee: Marjorie Gillespie