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Jonathan H
Series 63
Florence, AL
Ameriprise
Jonathan Henson is a financial advisor with Ameriprise, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he performs fiduciary activities and serves as an executor. 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 focused on income sources and tax-aware withdrawal strategies.
Samuel W
Series 63, Series 66
Florence, AL
Ameriprise
Samuel Wallace is a financial advisor at Ameriprise in Florence, AL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at The Donut Shoppe and Northgate Pharmacy, as well as an academic position at the University of North Alabama. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and supports clients through a centralized retirement-income consulting team.
Tony C
Series 63
Florence, AL
Ameriprise
Tony Clark is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Clark is involved in tax preparation through his ownership and presidency of Clark Financial Services Inc., where he also serves on the board of directors. 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 through written recommendation reports and ongoing advice, integrating proprietary research and third-party data to support tax-aware withdrawal strategies and asset allocation.
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