Ft Myers, FL Office

Glenn Rusler is a CFP® and ChFC® with 36 years of industry experience, currently serving at Ameriprise in Fort Myers, FL. He has been with Ameriprise and its predecessor entities since 1990. Outside of his advisory work, he is involved in business ownership related to commercial office properties and vacation properties. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Ajay Verma is a financial advisor at Ameriprise in Fort Myers, FL, holding a Series 63 designation with 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in business ownership through Solver LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Joanne Reilly is a financial advisor with Ameriprise in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Ameriprise and its predecessor firm since 2005. Outside of her advisory role, she serves on the board of directors for The Savings Bank and is involved with its charitable foundation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.