The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Staff

Marianne Cooper

Marianne Cooper

Registered Operations Leader

More about me...

Qualifications

  • Series 7, 63 and 65 - Rhode Island Insurance license

Roles & Responsibilities

  • Marianne has been with Ameriprise Financial since 1999 and has 15 years of experience in the financial industry. Marianne is responsible for all aspects of client service and office management.