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Trevor T
Series 63, Series 65
Albuquerque, NM
Ameriprise
Trevor Thomas is a financial advisor at Ameriprise with 31 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. He holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.
Marvin M
Series 63
Albuquerque, NM
Ameriprise
Marvin Mc Kenzie Jr. is a financial advisor with Ameriprise in Albuquerque, NM, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets, combining research and modeling to provide tax-efficient, personalized recommendations. The firm serves a large client base through a range of advisory, brokerage, and insurance solutions.
Julian R
Series 66
Albuquerque, NM
Ameriprise
Julian Rivera is a financial advisor at Ameriprise with six years of industry experience. He previously worked at LPL Financial LLC and Kirtland Federal Credit Union. Rivera holds the Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.
Dona W
CFP®, Series 63
Albuquerque, NM
Ameriprise
Dona Walton is a Certified Financial Planner® with 30 years of industry experience. She has been with Ameriprise since 2005, currently serving as a financial advisor in Santa Fe, NM. Ameriprise provides retirement-income planning services aimed at clients approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.
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