AMERIPRISE FINANCIAL - Key Persons


A Ponzi

A Ponzi scheme involves using money from new investors to provide a return - often much higher than typical market gains - to existing investors rather than using legitimate investment returns. Ponzi schemes fall apart when the money owed to the initial investors becomes greater than the amount that can be raised from new investors. Pyramid scheme operators may reach out via phone, email or word of mouth

A Roth IRA

A Roth IRA is tax free as long as investors leave the money in the account for at least 5 years and are 59 1/2 or older when they take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

Andrew Heaney

Job Titles:
  • Director of Wealth Management Solutions Equity Research

Anthony Saglimbene

Job Titles:
  • Chief Market Strategist

Charles Savidge

Job Titles:
  • Advisor
  • Private Wealth Advisor

Isabella Menjivar

Job Titles:
  • Client Service Coordinator

Jeanette Savidge

Job Titles:
  • Practice Manager

Kari Nelson Flores

Job Titles:
  • Advisor
  • Financial Advisor

Matthew Savidge

Job Titles:
  • Client Service Specialist

Merrill Lynch

Job Titles:
  • Senior Branch Operating Manager

Scott More

Job Titles:
  • Vice President of Information Security

Tom Maki

Job Titles:
  • Vice President at RiverSource Life Insurance Company

Visit Savidge

Charles Savidge 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. Any client featured on this page is a brokerage customer of Ameriprise Financial Services, LLC, a registered broker-dealer. No depiction of or reference to a client is intended as an advertisement of investment advisory services. Each client experience is unique, so one client's success does not guarantee success for any future client. The Confident Retirement approach is not a guarantee of future financial results. Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.

Zach Perry

Job Titles:
  • Financial Planning Specialist