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David R
CFP®, Series 66
Mount Juliet, TN
Ameriprise
David Reynolds is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at Ameriprise in Lebanon, TN since 2020. He previously worked with Ameriprise Financial Services, Inc. from 2011 to 2020. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for assets held within Ameriprise-managed accounts.
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