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Ryan M

Series 66

Trinity, FL

Ameriprise

Ryan Malo is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2020, he worked in education at K12 - Florida Cyber Charter Academy, Brooks DeBartolo Collegiate High School, and Kaneland CUSD #302. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm utilizes a centralized consulting team and algorithmic tools to deliver non-discretionary, tax-efficient retirement recommendations tailored to clients’ Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Doreen S

Series 63, Series 65

Trinity, FL

Ameriprise

Doreen Scott is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is involved in real estate development and manages a charitable foundation, the Iona Foundation. Ameriprise serves high-net-worth individuals, offering a retirement-income planning service that integrates research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic automation alongside professional oversight in its retirement planning approach.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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