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Brian F
Series 66
Charleston, WV
Ameriprise
Brian Floyd is a financial advisor with Ameriprise in Scott Depot, WV, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously spent seven years at Charleston Area Medical Center. Outside of his advisory role, he is involved in managing real estate through business entities he owns. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, offering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.
Charles E
Series 63
Charleston, WV
Ameriprise
Charles Evans is a financial advisor with Ameriprise in Charleston, WV, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Evans serves on the Board of Directors for the Northgate Property Owners Association and is a co-author of a historical true crime book about Charleston, WV. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning and tax-aware withdrawal strategies through written Recommendation Reports and ongoing advice.
Casey C
Series 66
Charleston, WV
Ameriprise
Casey Cook is a financial advisor with Ameriprise, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2013, working initially at AMERIPRISE FINANCIAL SERVICES, Inc. before continuing at Ameriprise. 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 annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies.
Jacob V
Series 66
Charleston, WV
Ameriprise
Jacob Verno is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 credential and has previously worked in various roles at West Virginia University, TRC Companies, Dow Chemical, and FMC Sportsman Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized retirement income service that provides written recommendation reports and ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies.
Ryan T
Series 66
Charleston, WV
Ameriprise
Ryan Tweedy is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. His prior roles include positions at West Virginia University and Charles Ryan Associates. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering services such as the Premier Retirement Income program, which provides detailed retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes proprietary research and algorithmic tools to deliver tailored recommendations within a defined investment framework.
Marc A
Series 63, Series 65
Charleston, WV
Ameriprise
Marc Arnold is a financial advisor with Ameriprise in Parkersburg, WV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Arnold serves on the University of Charleston Financial Planning Advisory Committee. Ameriprise provides a range of advisory, brokerage, and insurance services, including a retirement-income planning program designed for clients approaching or in retirement with significant investable assets. The firm utilizes a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.
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