Charlotte, NC South Blvd. Office

Charles Sleeth is a CFP® professional with 32 years of industry experience, currently affiliated with Ameriprise in Charlotte, NC. His prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, and Wells Fargo Advisors. He also serves as a financial advisor for Skyla Federal Credit Union, performing similar advisory duties as in his primary role. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated entities.

John Alvarez is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked previously at CUSO Financial Services, Pruco Securities, and Wells Fargo. Alvarez is also employed by Skyla Credit Union, where he provides financial advice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.