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Kenneth D
CFP®, Series 66
Virginia Beach, VA
Ameriprise
Kenneth Donovan is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ameriprise in Virginia Beach, VA. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written Recommendation Reports, supported by a centralized consulting team and algorithmic tools.
Tyler M
Series 66
Virginia Beach, VA
Ameriprise
Tyler Mackley is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Liberty University for three years and has held positions in the service and electrical industries. 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 written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Guilen B
Series 65
Virginia Beach, VA
Ameriprise
Guilen Brandon is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 65 designation and one year of industry experience. Prior to Ameriprise, he worked at Florida Financial Advisors and has diverse work experience including roles in education and retail. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
James R
CFP®, Series 63
Virginia Beach, VA
Ameriprise
James Ritter is a CFP®-designated financial advisor with 38 years of industry experience, currently serving at Ameriprise in Virginia Beach, VA. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized written recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.
Jane G
Series 63, Series 66
Virginia Beach, VA
Ameriprise
Jane Griffith is a financial advisor at Ameriprise with seven years of industry experience. She has been with Ameriprise since 2019, previously working at CLP Financial Group. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
James R
CFP®, Series 63, Series 65
Virginia Beach, VA
Ameriprise
James Reese is a CFP® professional with 27 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor in Norfolk, VA. Reese holds Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Devon C
CFP®, Series 66
Virginia Beach, VA
Ameriprise
Devon Chandler is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously at Ameriprise Financial Services, Inc. from 2008 to 2020. He is involved in several community and nonprofit roles, including Vice President of the Brandon Chandler Foundation and Treasurer of Seapointe College. He also owns a transcription services business and creates original graphic designs for sale online. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate tailored financial recommendations primarily for clients with substantial investable assets.
Jesse H
Series 66
Virginia Beach, VA
Ameriprise
Jesse Hanson is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, Olio Financial Planning, and Crosspoint Wealth/Northwestern Mutual Investment Services. He also has a background in education, with four years at Virginia Tech and four years at Lord Botetourt High School. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Dylan R
Series 66
Virginia Beach, VA
Ameriprise
Dylan Robbins is a financial advisor at Ameriprise in Virginia Beach, VA, holding a Series 66 designation. He has been with Ameriprise since 2025 and has previous professional experience at Hampden-Sydney College and Hanover County Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies. The firm uses a centralized service team and proprietary tools to support these recommendations within a defined investment universe.
Dylan A
Series 66
Virginia Beach, VA
Ameriprise
Dylan Alvarado is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 credential. He joined Ameriprise in 2025 and has previous work experience outside the industry, including roles at Academy Sports + Outdoors and Virginia Tech Rec Sports. 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 written recommendations and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.
Melissa B
Series 66
Virginia Beach, VA
Ameriprise
Melissa Briley is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 designation and five years of industry experience. Her career includes prior roles at Raymond James Financial Services and earlier tenure with Ameriprise Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing 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, non-discretionary recommendations through a centralized consulting team.
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