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Joseph T
Series 65, Series 66
Melbourne, FL
Ameriprise
Joseph Townsend is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 66 credentials and has worked at several firms including Edward Jones, Merrill, Bank of America, and PNC Investments. Townsend currently operates out of Melbourne, FL. 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 dependable income and tax-aware withdrawal strategies.
Chad C
Series 66
Melbourne, FL
Ameriprise
Chad Colbert is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is a co-owner of a consulting firm and holds a significant ownership interest in a Jersey Mike's franchise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to provide tailored, tax-aware retirement income strategies.
Tisha H
Series 63, Series 66
Melbourne, FL
Ameriprise
Tisha Hill is a financial advisor with Ameriprise in Melbourne, FL, holding Series 63 and Series 66 designations and 27 years of industry experience. She previously worked at Raymond James & Associates for 11 years before joining Ameriprise. Hill serves on the Board of Directors and is Treasurer for Helping Seniors of Brevard. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports delivered in partnership with financial advisors.
Lisa S
Series 66
Melbourne, FL
Ameriprise
Lisa Schnoke is a financial advisor with Ameriprise in Rockledge, Florida, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that analyze income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and uses a combination of research, modeling, and algorithmic tools to generate personalized recommendations.
Fong C
Series 66
Melbourne, FL
Ameriprise
Fong Chan is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Northwestern Mutual Investment Services and Regions Bank. Outside of advising, he has been involved in real estate ownership. 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 recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.
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