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Alec B
Series 66
Huntsville, AL
Ameriprise
Alec Boxer is a financial advisor at Ameriprise in Huntsville, AL, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he held roles at HEMSI, United Launch Alliance, NorthStar EMS, College Truckers, and PVRA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement. The firm’s retirement income recommendations are supported by proprietary research and third-party data and implemented on a non-discretionary basis.
Jessica A
Series 66
Huntsville, AL
Ameriprise
Jessica Askew is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Based in Huntsville, AL, her career has been focused exclusively within the Ameriprise organization. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted retirement income recommendations through a centralized consulting team.
Thomas C
Series 63
Huntsville, AL
Ameriprise
Thomas Cato is a financial advisor with Ameriprise in Madison, AL, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated firms since 1997. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools to generate tailored recommendations.
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