Charleston, SC Calhoun St Office

Lisa Layne is a financial advisor at Ameriprise with 24 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement 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 to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Scott Laney is a financial advisor with Ameriprise in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, he owns Leisure Lane Stables, LLC, an LLC managing horse stables and pastures. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income recommendations are supported by proprietary research and third-party data and involve a collaborative, non-discretionary implementation process.

David Bunce Jr. is a financial advisor with Ameriprise in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Ameriprise Financial Services Inc. and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeting individuals 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 tax analysis in a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts and a product selection process that includes affiliated funds.

Nicole Schleier is a financial advisor with Ameriprise in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes roles at Ameriprise since 2017 and prior experience at Wells Fargo Advisors from 2009 to 2017. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, providing detailed, research-driven Recommendation Reports that incorporate tax-smart strategies and Social Security options. The firm combines algorithmic tools with expert oversight to deliver tailored retirement advice and offers a broad range of advisory, brokerage, and insurance solutions.

Deirdre Marion is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for 11 years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice.

Michael Felton II is a CFP® professional with 22 years of industry experience, currently advising at Ameriprise in Charleston, SC. Prior to joining Ameriprise in 2025, he spent 11 years at Bank of America and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Steven Potter is a financial advisor with Ameriprise in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining Ameriprise in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2021. His other business activities include fiduciary duties as an executor. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, offering written 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 customized, non-discretionary advice, supported by a centralized consulting team and algorithmic tools.

James Obrien is a financial advisor with Ameriprise in Mt Pleasant, SC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with substantial investable assets, providing detailed, model-based recommendations on income, Social Security, and tax strategies. The firm combines advisory, brokerage, and insurance solutions with an emphasis on managed accounts and algorithmic support in retirement income planning.

Steven Breen is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He is also the president and a board member of the Hilton Head Foundation to Benefit America's Veterans, Inc. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, primarily those with significant investable assets. The firm combines research-driven, algorithm-assisted recommendations with personalized financial advice and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Waite is a financial advisor with Ameriprise in Mt Pleasant, SC, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Ameriprise since 2017 and previously spent time at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Waite coaches youth soccer with the South Carolina Surf Soccer Club. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. Its approach integrates research, modeling, and tax-efficiency analysis to deliver tailored, written retirement income recommendations through a centralized consulting team.