Boston, MA State St Office

Benjamin Mehra is a financial advisor with Ameriprise Financial Services LLC in Boston, MA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he held positions at TRC Companies and DGT Associates, and he has experience working in educational roles at the University of New Hampshire and Newton North High School. 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 dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Leilani Germain is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2003 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Germain serves in several community roles including chairing the Museum of Science in Boston and acting as secretary for the Friends of the Medford Public Library. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Vivek Mehra is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he has interests in multi-family real estate ownership. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, delivered through a centralized consulting team in partnership with financial advisors.

Lindsay Dyment is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following eight years at Morgan Stanley Smith Barney. Outside of her advisory role, she has worked as a store associate at JCrew Factory. Ameriprise specializes in retirement-income planning for individuals with significant investable assets, offering a structured service that includes income source analysis, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to provide tailored, algorithm-assisted recommendations.

Daniel Hall is a financial advisor with Ameriprise in Salem, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Timothy Nolan is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He serves on the board of St Francis House, a nonprofit organization in Boston. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, supported by a large institutional platform offering advisory, brokerage, and insurance solutions.

Kathleen La Riviere is a financial advisor with Ameriprise in Boston, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise since 2009 and also operates several small businesses, including a technology consulting firm and a multimedia production company. Additionally, she is a Master Tax Advisor and enrolled agent providing tax preparation services. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines automated algorithms with advisory oversight to tailor retirement income strategies within a broad range of advisory, brokerage, and insurance solutions.

Andrew Robertson is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Ameriprise in Boston, MA, having joined in 2022, following prior roles at Lincoln Investment, Money Smarts, Amazon, Citizens Securities, Fidelity, and Charles Schwab. 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 clients with tailored, ongoing advice on income sources and tax-aware withdrawal strategies.

Drew London is a CFP® professional with seven years of experience in financial advisory, currently with Ameriprise in Boston, MA. He previously worked at UBS Financial Services and has experience in the private club sector, including roles at Seminole Golf Club and The Country Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

William Winship is a financial advisor at Ameriprise in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory roles, he has been involved with Connecticut College since 2021 and previously with Essex County Club and Central Catholic High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Bradford Rindler is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

John Rogers is a financial advisor with Ameriprise in Milton, MA, holding Series 63 and Series 65 designations and with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory work, he serves as a board member for the Milton National Little League. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a retirement-income planning service that delivers written recommendation reports combining research, modeling, and tax-efficiency analysis, primarily for clients with significant investable assets.

Alexander Sarkis is a financial advisor with Ameriprise in Boston, MA, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at CarGurus and Silicon Valley Bank. Outside of finance, he was involved with Crossfit Craic for four years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with written Recommendation Reports and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Andrew Meegan is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked in various roles at HireTeamMate, Zipstrom, Mercury XRM, and Monster Worldwide. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial 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 to deliver tailored retirement-income advice through a centralized consulting team.

Leonard Nolan is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to support its clients, with an emphasis on assets held in Ameriprise managed accounts.