Atlanta, GA Abernathy Rd Office

Trinity Lawrence is a financial advisor at Ameriprise in Atlanta, GA, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Ameriprise, Lawrence worked at AlliantGroup and spent seven years at Brinker Nation - Chili's Bar and Grill. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver written, non-discretionary recommendations based on research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

James Foley is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he teaches at Emory University and coaches basketball at Marist School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research and modeling with tax-smart withdrawal strategies, and provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Gabriel Steagall is a financial advisor at Ameriprise with 23 years of industry experience. He previously worked at Raymond James & Associates for 23 years before joining Ameriprise in 2025. Steagall holds a Series 66 designation and serves as Vice President and board member of the Darrel & Patricia Steagall Family Foundation. He is also involved with Body Science RD in a non-investment-related capacity. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations through a centralized consulting team.

Maira Iqbal is a financial advisor at Ameriprise with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank NA, and SunTrust Bank. Based in Atlanta, GA, she has been with Ameriprise since 2021. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paul Whittinghill is a financial advisor with Ameriprise in Atlanta, GA. He holds a Series 66 designation and has recently transitioned from roles outside the financial industry, including eight years at Passion City Church and twelve years as a self-employed musician. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Zebulon Mckinzey is a financial advisor at Ameriprise with 18 years of industry experience. He has previously worked at Raymond James & Associates and has been with Ameriprise since 2019. He holds the Series 63 and Series 65 designations. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

E Davis is a financial advisor at Ameriprise in Marietta, GA, holding Series 63 and Series 65 licenses with 28 years of industry experience. Prior to joining Ameriprise, Davis worked at Raymond James & Associates from 2013 to 2019. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted recommendations through a centralized consulting team.

Derek Fitzer is a financial advisor at Ameriprise in Alpharetta, GA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Kenzie Lane Innovation and Beach Capital Management. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation overseen by a dedicated consulting team to generate tailored retirement income recommendations.