Michael Morvant is a financial advisor with Ameriprise in Lafayette, LA, holding a Series 66 designation and 29 years of industry experience. He previously worked at LPL Financial for 14 years before joining Ameriprise in 2025. Outside of advising, he is a co-owner of Morvant Title and Notary LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with substantial investable assets. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with clients’ Ameriprise advisors.

Vincent Lauer is a financial advisor with Ameriprise in Lafayette, LA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise in 2025. Outside of his advisory role, he is involved in business ownership through Lauer Investments LLC and co-owns a retail business, Lauer and Leach. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written recommendation reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered by a centralized consulting team, with a focus on assets held in Ameriprise-managed accounts.