Alpharetta, GA Cicero Dr Office

Edwin Mayer is a financial advisor at Ameriprise in Roswell, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. 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 provide written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Edward Atherton is a financial advisor at Ameriprise in Alpharetta, GA, holding a Series 63 designation with four years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Securities LLC. Outside of finance, he has worked in the restaurant and retail sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes restrictive enrollment criteria and integrates investment research, third-party data, and proprietary tools.

Jeffrey Hollis is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2022. Based in Ellijay, GA, he has been with Ameriprise since 2022. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, 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 customized advice, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Jonathan Seidel is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior experience includes roles at UBS Financial Services and Morgan Stanley Dw Inc. He also engages in fiduciary activities as an executor. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Jonathan Masters is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 designations and has 42 years of industry experience. He has worked at several firms including Wells Fargo Clearing, UBS Financial Services, J.P. Morgan Securities, and Lehman Brothers. Outside of his advisory role, he is involved in independent insurance brokering specializing in Universal Life insurance through New York Life. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Wesley Trunell is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for six years and Phelan Hallinan Diamond & Jones PLLC for seventeen years. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, offering 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 retirement income advice, supported by algorithmic automation and oversight committees.

Kirk Stewart is a Senior Financial Advisor with Merrill Lynch Wealth Management, focusing on helping clients preserve and grow their assets by adapting strategies to evolving market conditions and life stages. He employs a disciplined approach grounded in Modern Portfolio Theory, utilizing customized timelines, tactical asset allocation, and tax-aware investing to support wealth accumulation, retirement planning, and estate needs. Kirk serves a diverse clientele, including closely held businesses, nonprofit organizations, corporate employees with concentrated stock positions, retirees, and affluent individuals and families. Kirk began his career as a Financial Advisor at Morgan Stanley Smith Barney before joining Merrill Lynch Wealth Management in 2010. He leverages Merrill’s open architecture platform and extensive research resources to assist clients in achieving their financial objectives through personalized strategies. His professional designations include Personal Investment Advisor (PIA) and Retirement Manager Advisor (RMA). A graduate of the J. Mack Robinson College of Business at Georgia State University, Kirk holds a bachelor's degree in business administration with a major in finance. He is active in his community through involvement with the Cystic Fibrosis Foundation. Outside of work, Kirk enjoys playing golf, fishing, skiing, and spending time with his wife and their twin sons.

Lewis Martin III is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services for 23 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, 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 retirement advice through a centralized consulting team.

Michael Silver is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Ameriprise Financial Services since 2009. 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.

John Anderson is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendation reports through a centralized consulting team.

Stanley Lowenstein is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2014. Outside of his advisory role, he serves on the Board of Directors for the Jewish Educational Loan Fund and holds leadership positions on other nonprofit boards in the Atlanta area. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, written recommendations through a centralized consulting team.

Jay Liban is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at JPMORGAN Securities LLC for 10 years before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides a written Recommendation Report and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies, using proprietary research and third-party data.

Steven Kaufman is a Series 66-licensed financial advisor with Ameriprise Financial Services and has 14 years of industry experience. Before joining Ameriprise in 2026, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning a combined 15 years. Ameriprise Financial Services is a large institution serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Michael Argo is a financial advisor at Ameriprise with 36 years of industry experience. He holds the CFP®, ChFC®, and Series 63 credentials and has prior experience at Dempsey Lord Smith, LLC and Cambridge Investment Research Advisors. He is also president of AEGEUS Financial Solutions, Inc., a corporation focused on sales and service of investments, insurance, annuities, and fee-based planning. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning advice based on thorough analysis and collaboration between a centralized service team and the client's advisor.

John Dunlap is a Series 66-licensed financial advisor at Ameriprise with 19 years of industry experience. His prior roles include positions at Morgan Stanley, JPMorgan Securities, and UBS Financial Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.