Charlotte, NC S Tryon St Office

Ganna Wenzell is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at firms including Wells Fargo Clearing, Fifth Third Securities, JP Morgan Chase Bank, and LPL Financial. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a combination of research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Melissa McGrath is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 66 licenses and 23 years of industry experience. Her prior roles include positions at Provenance Wealth Advisors, Raymond James Financial Services, Financial Resources Group, LPL Financial, and AXA Advisors. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with personalized review to deliver these recommendations through a centralized consulting team.

Aisha Wall is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at Fidelity Investments, The Vanguard Group, and Brinks Incorporated. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Dawyne Wingo is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. His career includes previous roles at Wells Fargo Clearing and Liberty Tax Services. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering customized, non-discretionary recommendations through a centralized consulting team that uses research, modeling, and tax-efficiency analysis to inform strategies focused on retirement income.

Aaron Voss is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2018. Prior to entering the financial industry, he was employed by the California Department of Corrections and Rehabilitation for twelve years. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Wise is a financial advisor at Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at The Vanguard Group, Inc. from 2021 to 2024 and has a background that includes nearly a decade at the Charlotte Mecklenburg Library. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team.

Timothy Heilferty is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and Integrity Viking Funds. Ameriprise Financial Services is a large, 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.

Ryan Byrns is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has been involved in entrepreneurial activities, including operating Club West Brewing, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jeremiah Hall Oxendine is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Edward Jones and Carter County Dodge, as well as a brief tenure with the NFL Giants. Outside of finance, he works as a basketball referee. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Isabella Casey is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and beginning her industry career in 2024. Her prior experience includes roles at Salisbury University in both the Perdue School of Business and the President's Office, as well as a position at The City of Salisbury Mayor's Office. She also has a background in education and community service through work at local schools and a country club. 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 dependable income sources and tax-aware withdrawal strategies.

Shalimar Meredith is a financial advisor at Ameriprise with 12 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and previously worked for LPL Financial for 10 years. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Sidra Freeman is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2025, she worked at Principal Life Insurance Company and Principal Securities Inc from 2023 to 2025. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jada Lee Sessions is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, her work background includes roles in healthcare staffing, chiropractic services, and franchise management. 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 planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Macino is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise and American Enterprise Investment Services, he worked at Stryker Corporation for several years in various roles. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, delivering detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate personalized advice, supported by a centralized consulting team.

Alessia Lynch is a financial advisor at Ameriprise in Charlotte, NC, holding Series 66 and Series 63 licenses with two years of industry experience. Her prior roles include positions at Republic Finance, TIAA-CREF, JP Morgan Chase, and Wake Technical Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach integrates internal and third-party research and emphasizes tax-aware withdrawal strategies within a defined investment universe.