Birmingham, AL 20th Pl S Office

Kyle Hallman is a financial advisor at Ameriprise with 32 years of industry experience. He has held prior roles at Cetera Investment Advisers and Cetera Investment Services LLC. Outside of finance, he is involved in seed distribution businesses as a shareholder and co-owner of Sierra Seed Company and Sierra Seed International. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant 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.

Timothy Donahue Jr. is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously worked at Stifel and Donahue and Associates. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team.

Robert Denning is a financial advisor with Ameriprise in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He worked at UBS Financial Services for 22 years before joining Ameriprise in 2022. He serves on the Board of Directors for the Sloss Furnaces National Historical Landmark. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Joshua Cothran is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with advisors like Cothran.

Ramsey Reich is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 31 years of industry experience. Prior to joining Ameriprise in 2024, he operated a private legal practice focused on estate planning and probate matters for 17 years and worked with Concourse Financial Group Securities Inc for 20 years. Outside of his advisory role, he is involved in a family-owned fencing business and serves on the board of a local condominium owners association, as well as holding a leadership position in a local chapter of the Sons of the American Revolution. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes comprehensive reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies. The firm utilizes a centralized service team to produce recommendations that incorporate investment research and third-party data, subject to restrictive enrollment criteria based on investable assets and managed account participation.

Sarah Wood is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Truist Advisory Services, Merrill, and Morgan Stanley Smith Barney LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joshua Carnes is a financial advisor with Ameriprise in Helena, AL, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Ameriprise Financial Services Inc and then Ameriprise. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Williamson is a Series 66-registered financial advisor with Ameriprise in Birmingham, AL, with 26 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. 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 income sources and tax-aware withdrawal strategies.

William Miller is a financial advisor at Ameriprise in Birmingham, AL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Stonex Group Inc. and Strategic Capital Distributors, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Leonard Deloteus Jr. is a financial advisor at Ameriprise in Birmingham, AL, holding Series 63 and Series 65 licenses with 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He has been with Ameriprise and its related entities since 2018. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Malin Tate is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, she has involvement in a non-investment-related real estate ownership activity. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports using research and modeling techniques, emphasizing tax-smart withdrawal strategies and asset bucketing, supported by a centralized consulting team.