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Brandon C

Series 66

Tyler, TX

Ameriprise

Brandon Cox is a financial advisor at Ameriprise based in Tyler, TX. He holds the Series 66 designation and has been with Ameriprise since 2024. Prior to his advisory role, his background includes work in education and retail. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

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

Series 63

Tyler, TX

Ameriprise

Neal Vasso is a financial advisor with Ameriprise in Tyler, TX, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns Vass Design Associates, an interior design firm. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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