Paul Ewing is a financial advisor with Ameriprise, holding Series 63, Series 65, and Series 66 licenses and 23 years of industry experience. He has worked at Ameriprise since 2020 and previously spent eight years at Morgan Stanley Smith Barney and five years at Morgan Stanley Private Bank. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Kevin Smith is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 40 years of industry experience. His prior work includes 18 years at UBS Financial Services before joining Ameriprise and its affiliate in 2017. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with its financial advisors.

Saly Ortiz is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Banco Popular de Puerto Rico prior to joining Ameriprise in 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Craig Obrzut is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Obrzut works out of Melbourne, FL. Ameriprise Financial Services is a large, diversified advisory firm serving both 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 sources and tax-aware withdrawal strategies.

Dona Hertz is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Ameriprise since 2009, serving clients from Melbourne, Florida. 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, utilizing proprietary research and algorithmic tools within a defined investment framework.

Thomas Gregory is a financial advisor with Ameriprise in Palm Bay, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for eight years before joining Ameriprise Financial Advisors Inc. and then Ameriprise. Ameriprise offers a retirement-income planning service for clients nearing or in retirement who meet certain asset criteria, providing detailed 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 approach and delivers recommendations through a centralized consulting team, emphasizing assets held in Ameriprise-managed accounts.

Philip Amick is a financial advisor with Ameriprise in Melbourne, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Edward Jones and Harris Corporation and has entrepreneurial experience with Salon Comfort, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.