SHEFFIELD – Bank Independent recently announced that Timothy Wakefield has joined Independent Investments Group located at 210 South Pine Street in Florence, a financial advisory practice of Ameriprise Financial Services, LLC.
“We are excited to have Timothy Wakefield located at the Pine Street sales office. He shares our passion for helping clients achieve their financial goals,” said Rick Wardlaw, CEO of Bank Independent.
Through Ameriprise, Independent Investments Group clients have one-to-one advisor relationships, personalized advice, and access to a broad array of financial services and products such as retirement planning, mutual funds, brokerage accounts, college planning, and much more.
Wakefield is a Florence native with over six years of experience in the financial services industry. After earning his degree in Finance at the University of Alabama, Wakefield worked as a Financial Advisor with Merrill Lynch from 2008 to 2014 before opening and running a successful local business for five years.
“During these uncertain times, clients need personalized advice more than ever.,” said Wakefield. “I look forward to leveraging the robust financial planning capabilities to serve my clients through Ameriprise.”
Wakefield serves on the Board of Directors for Big Brothers, Big Sisters of the Shoals, the Downtown Florence Alliance and Riverhill School. He and his wife, Katie, are the proud parents of two young children.