Robert Bonwell Jr. is a financial advisor with Ameriprise in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors and the Life Insurance Company of Virginia. Outside of finance, he is a fractional owner of Drug Emporium, a pharmacy and retail store in Charleston. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Bonwell is a financial advisor with Ameriprise in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also holds a real estate license. Ameriprise provides retirement-income planning services targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Kellie Keeling is a financial advisor at Ameriprise with 35 years of industry experience. She has held roles at Ameriprise since 2020 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. She holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports primarily focused on income sources, Social Security options, and withdrawal strategies.