Fort Myers, FL World Plaza Ln Office

Tim Cherry is a financial advisor with Ameriprise in Fort Myers, FL, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has worked at Ameriprise since 2017 and previously spent nine years with LPL Financial. Cherry serves as president of the Fort Myers Beach Soccer Club and is president and owner of AMAA Group Incorporated. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement income plans and tax-aware withdrawal strategies. The firm’s approach includes proprietary research and algorithmic tools and features restrictive enrollment criteria based on investable assets and use of Ameriprise-managed accounts.

Roger Solis is a financial advisor with Ameriprise in Cape Coral, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Solis serves on the board of directors for WPII as a member at large and is involved with Solver LLC, a business related to office real estate management. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.