Ft Lauderdale, FL E Las Olas Blvd Office

Samuel Rothberg is a financial advisor with Ameriprise in Hollywood, FL, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory work, he serves as a part-time rabbi at Temple Sinai of North Dade. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Thomas Fread is a financial advisor with Ameriprise in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of his advisory role, he serves as Chair of the Board of Directors at Nova Southeastern University. 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 reliable income sources and tax-aware withdrawal strategies.

Daniel Tila Cohen is a financial advisor with Ameriprise in Ft Lauderdale, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Janney Montgomery Scott LLC, MML Investors Services, LLC, and MassMutual Life Insurance Co, among other positions. He has experience in both financial services and other roles including education and small business enterprise ownership. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Lauren Salas is a CFP®-designated financial advisor with 20 years of industry experience, currently with Ameriprise since 2023. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2023. Salas serves on the Board of Directors for St. Mark's Episcopal School and works as an independent travel agent specializing in Disney Cruises. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized, non-discretionary recommendations through a centralized consulting team.

Jack Rearden is a financial advisor at Ameriprise in Fort Lauderdale, FL, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise and its affiliates since 2018 and previously worked with AllCampus hats and THE Ohio State University. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic tools overseen by an internal committee.

Allen Weidman II is a financial advisor with Ameriprise in Fort Lauderdale, FL, holding CFP®, ChFC®, and Series 66 designations and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations supported by research and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

James Jackson is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Ameriprise Financial Services, LLC and previously spent eight years at Janney Montgomery Scott and four years at Bank of America and Merrill. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing annual updates, focusing on dependable income and tax-aware withdrawal strategies.

Michael Quercia is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. His prior work includes roles at Morgan Stanley, TradeStation Securities, and Turk Hill Capital, as well as involvement in private business ventures. 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 and tax-aware withdrawal strategies. The firm’s retirement program provides ongoing advice based on comprehensive analysis and operates within a defined investment framework that includes affiliated products and managed account offerings.

Damian Chung is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ameriprise Financial Services and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Daniel Landrau is a financial advisor with Ameriprise in Fort Lauderdale, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves individuals approaching or in retirement and integrates a range of advisory, brokerage, and insurance solutions.

Annette Claudio is a financial advisor at Ameriprise with 14 years of industry experience. She has worked with Ameriprise and its affiliated entities since 1996. Outside of her advisory role, she serves on the Board of Directors for Honor Flight South Florida, Inc., where she is the Director of Media and Communications. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Olga Davydchenko is a financial advisor at Ameriprise with 14 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her prior experience includes roles at Fidelity Investments, Morgan Stanley, Bank of America, Merrill, and Ameriprise Financial Services. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset requirements, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with its advisors.

Vivien Balcker is a financial advisor with Ameriprise in Miramar, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Balcker serves on the Board of Directors for A Place in Time Christian Ministries. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

Kenneth Steinmetz is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Bank of America, and Merrill. Steinmetz is based in Ft. Lauderdale, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It 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.

Paul Giusti is a financial advisor with Ameriprise in Ft. Lauderdale, FL, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Pruco Securities LLC and Axa Advisors, LLC, as well as a four-year period at James Madison University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning and tax-aware withdrawal strategies through a centralized team and collaborative advisor-client approach.