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Jessica H

Series 66

Atlanta, GA

Ameriprise

Jessica Hensley is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of her advisory role, she is co-owner of R.W. Duren, CFP, LLC and owner of JBH Enliven, LLC, both investment-related businesses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Daniel M

Series 63, Series 65, Series 66

Atlanta, GA

Ameriprise

Daniel Molloy is a financial advisor at Ameriprise Financial Services LLC with 25 years of industry experience. His previous roles include positions at Colonial Life, Lincoln Financial Distributors, Columbia Management Investment Advisers, and KeyBanc Capital Markets. He holds Series 63, Series 65, and Series 66 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, including written recommendations and annual reviews that address asset allocation, withdrawal strategies, and Social Security options.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Burton B

CFP®, Series 63

Atlanta, GA

Ameriprise

Burton Banks is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Atlanta, GA. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing several business ventures including JodyBeau, LLC and The 825 Group, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Chad M

CFP®, Series 63, Series 66

Atlanta, GA

Ameriprise

Chad Meisner is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2009. He is based in Atlanta, GA, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Meisner is involved with the Children’s Healthcare of Atlanta Foundation, participating in philanthropic planning and outreach activities. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John G

CFP®, Series 63

Atlanta, GA

Ameriprise

John Gin is a CFP®-certified financial advisor with Ameriprise in Atlanta, GA, possessing 42 years of industry experience. He has been with Ameriprise since 2005, including his current role since 2020. Outside of his advisory work, he serves on the ACE Louisiana Advisory Board and is involved with ACE Scholarships of Louisiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team using proprietary research and tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Marcus W

CFP®, ChFC®, Series 63

Atlanta, GA

Ameriprise

Marcus Welborn is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advisory work, he manages several business ventures including CapSouth Holdings, LLC, and Welborn Enterprises, LLC, which involves administrative and financial oversight. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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