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Derek M

CFP®, Series 66

Dallas, TX

Ameriprise

Derek Meller is a CFP®-certified financial advisor with 17 years of industry experience, currently with Ameriprise. His prior experience includes roles at Fidelity Investments and Ameriprise Financial Services LLC. He is also an associate financial advisor at Vasso Semper Paratus, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing detailed recommendation reports and combining research-driven modeling with tax-efficiency analysis. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Series 63, Series 65

Dallas, TX

Ameriprise

Douglas Blankenship is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Onyx Wealth Advisors, First Allied Securities, and Ameriprise Financial Services. He serves on the Board of Directors for the Prestonwood Baptist Church Foundation in Plano, TX. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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