Robert Ellis is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, Ellis is co-owner of a real estate business, Ellis & Ellis Realty, based in La Grange, Georgia. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service integrates investment research and algorithmic tools to provide clients with tailored recommendations and ongoing advice.

Joseph Ellis is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. He has been with Ameriprise since 2016, serving in both its Financial Services, Inc. and Financial Services, LLC entities. Outside of advisory work, Ellis has business ownership experience in real estate through Ellis and Ellis Realty. 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, utilizing proprietary research and third-party data to deliver written recommendation reports and ongoing advice.