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Brandon W
Series 66
Nashville, TN
Ameriprise
Brandon Wiitala is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles outside finance, such as managing a hostel and teaching English. Ameriprise serves clients approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports tailored to clients’ assets and goals.
Benjamin B
Series 66
Nashville, TN
Ameriprise
Benjamin Bowers is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior experience includes roles at Vanderbilt University, ChatTCL, PDG Realty, the University of Reading, and Robert W. Baird. He is also involved with Rainmaker Inc., where he develops new business relationships and conducts client service meetings. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Larry J
Series 63, Series 65
Nashville, TN
Ameriprise
Larry Jensen is a financial advisor with Ameriprise in Nashville, TN, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1990. 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 clients approaching or in retirement with written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
Alexandra M
Series 66
Nashville, TN
Ameriprise
Alexandra Morris is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Her prior roles include positions at Simmons Hanly Conroy and Case Works, as well as work in internal medicine at Dr. Ann Shippy, MD. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Scott K
CFP®, Series 63, Series 65
Nashville, TN
Ameriprise
Scott Kesten is a financial advisor at Ameriprise with 19 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior roles include positions at PNC Investments, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advising, he has reported ownership in single-family real estate investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.
Scott E
CFP®, ChFC®, Series 63
Nashville, TN
Ameriprise
Scott Edwards is a financial advisor with Ameriprise in Nashville, TN, holding CFP® and ChFC® designations and over 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1996. Outside of advising, Edwards is president and secretary of a practice management firm, Scott Allen Edwards Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing comprehensive, research-driven income and tax strategy recommendations through a centralized consulting team.
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