Austin, TX Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,128

Across 4,275 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Ameriprise Premier Retirement Income service for clients approaching or in retirement. The Service delivers a written Recommendation Report and ongoing annual retirement‑income planning advice focused on dependable income sources and tax‑aware withdrawal strategies.

The retirement income offering is produced by a centralized Service team that collaborates with the client’s Ameriprise financial advisor; implementation is non‑discretionary and clients or their advisors act on the recommendations. Analysis for the Recommendation Report draws on Ameriprise’s investment research, third‑party data and algorithmic tools overseen by an internal committee, and typically addresses asset allocation, asset‑bucketing/adaptive withdrawal approaches, and Social Security claiming options.

Distinctive features include restrictive enrollment criteria that require a minimum level of investable assets and the inclusion of Ameriprise managed account assets (and therefore assets held at Ameriprise) to participate, which is more limiting than many large advisory programs. The firm’s recommendations operate within an investment universe influenced by its affiliated product ecosystem and distribution arrangements — including Columbia and RiverSource sub‑advised options, AEIS cost‑reimbursement relationships for some investment portfolios, and a StartingPoint list that privileges participating fund firms — and Ameriprise discloses these economic relationships and rebates certain fund‑level fees in Managed Accounts.

Based on Ameriprise

Expertise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Based on Ameriprise

Demographic focus

Approaching retirement

Based on Ameriprise

Location

Austin TX

Advisors at this office

8

Advisors at this office

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Samuel V

Series 63, Series 65

Austin, TX

Ameriprise

Samuel Vaughan Jr. is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Northeastern Securities, Inc. and San Blas Securities. Vaughan serves as an advisory member of the Texas Association of Counties Investment Education Committee, where he presents on topics related to public funds investment and recordkeeping. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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

Series 66

Austin, TX

Ameriprise

Christopher Rapp is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a partner in a local office lease LLC that generates no income and is not related to investment activities. Ameriprise provides a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm uses a centralized team and algorithmic tools to deliver tailored, non-discretionary retirement income recommendations in coordination with its financial advisors.

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

Michael M

Series 65, Series 66

Austin, TX

Ameriprise

Michael Mc Caffrey is a financial advisor with Ameriprise in Austin, TX, holding Series 65 and Series 66 credentials and seven years of industry experience. He previously worked at Mercer Advisors for five years and has been with Ameriprise since 2023. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Series 66

Austin, TX

Ameriprise

Taylor Boice is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, Stifel Nicolaus, and Frontier Bank of Texas, where he also manages the Frontier Wealth Advisors Program. Boice is based in Austin, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning supported by a centralized service team using proprietary research and algorithmic tools.

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

CFP®, Series 66

Austin, TX

Ameriprise

Eric Ross is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. from 2002 to 2020. Outside of his advisory role, Ross owns Beyond The Money, LLC, a business unrelated to investing. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm supports its clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Series 63

Austin, TX

Ameriprise

Barry Wood is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

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

Meredith T

Series 66

Austin, TX

Ameriprise

Meredith Teden is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory work, she owns Mermer Corp, a consulting business, and is establishing McTeden, LLC to transition to AFG in 2024. Ameriprise offers retirement-income planning services aimed at individuals with significant investable assets, 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, supported by algorithmic automation and a centralized consulting team, to deliver personalized retirement advice.

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

Joseph G

Series 63, Series 65

Austin, TX

Ameriprise

Joseph Guttadauro is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed 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 personalized advice, primarily for clients with assets managed within Ameriprise.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
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