Boca Raton, FL Town Center Cir Office

Jamie Rubenstein is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Rubenstein is based in Boca Raton, FL. Ameriprise Financial Services is a large 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.

Adam Klein is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a centralized team to provide written, non-discretionary recommendations that integrate research, modeling, and tax-efficiency analysis, emphasizing Ameriprise-managed accounts and a range of advisory, brokerage, and insurance solutions.

Lee Turmail is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he owns Turmail Enterprises LLC, a tax preparation business, and serves as secretary on the board of directors for Finally Home Inc. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and integrates algorithmic automation overseen by a specialized committee.

Jesse Miles Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing algorithmic automation alongside oversight committees to support its retirement planning services.

Joseph Cianciotto is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer for seven years. Outside of finance, he has experience in the restaurant industry and education. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients with significant investable assets and delivers these services through a centralized consulting team in partnership with financial advisors.

Jared Strasser is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Ameriprise since 2019. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process, with a focus on assets held in Ameriprise Managed Accounts.

John Pescatore is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 19 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide written recommendation reports, emphasizing managed accounts and incorporating algorithmic tools overseen by a retirement income consulting team.

Samuel Bartoletta is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2020. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach to deliver customized, algorithm-supported retirement income recommendations.

Marc Strasser is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 63 designation and over 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and GMS. He serves on the Board of Directors for Jarc, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Anthony Trigona is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise since 2017 and previously spent 11 years with Raymond James & Associates. Ameriprise offers a retirement-income planning service tailored to individuals near or in retirement who meet specific asset criteria, combining research and modeling with tax-smart strategies and periodic written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of its institutional category.

Jeffrey Shover is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Raymond James & Associates, and Ameriprise Financial Services. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured, algorithm-supported process to deliver tailored retirement income advice.

Randall Hooper is a financial advisor at Ameriprise with 36 years of industry experience. He holds the Series 63 designation and has worked previously at UBS Financial Services and Morgan Stanley Smith Barney. Outside of his advisory work, he owns a boat charter business. 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 personalized retirement planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Norman Mejia is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Based in Boca Raton, FL, Mejia’s career spans both advisory and private banking services. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers these services through a centralized consulting team and employs algorithmic tools alongside advisor input to support retirement income strategies.

Peter Heidt is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2020. Heidt serves on the Advisory Board of the University of Pennsylvania. Ameriprise offers retirement-income planning services for clients typically holding at least $1 million in investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stephen Jaffe is a financial advisor at Ameriprise with 40 years of industry experience. He holds the Series 63 designation and previously worked at Oppenheimer & Co for 15 years before joining Ameriprise in 2025. Based in Boca Raton, FL, he provides advisory services as part of a large institutional firm. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice to support clients' retirement planning, primarily focusing on assets held in Ameriprise-managed accounts.