Houston, TX 11 Greenway Plz Office

Jeffrey Abel is a financial advisor at Ameriprise in Houston, TX, holding a Series 63 designation with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise.

Jacob Atkinson is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, AXA Advisors, and Equitable Advisors. Outside of his advisory role, he manages an independent advisory business, Tiras Wealth Management LLC, where he serves as a client service paraplanner. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Claudia Torres is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at CFISD, Texas A&M University, and 7G's Trucking, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering 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.

Joshua Moore is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following five years at LPL Financial. In addition to his advisory role, he manages an advisory business as Client Service Manager at Tiras Wealth Management LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Bradly Hinton is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Ameriprise in Houston, TX with 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. In addition to his role at Ameriprise, he is an associate financial advisor at Tiras Wealth Management LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, delivering non-discretionary, research-driven recommendation reports that incorporate tax-efficient strategies and asset management tailored to client needs.

Kevin Mathew is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and eight years of industry experience. Prior to joining Ameriprise in 2022, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2018 to 2022, and at Axa Advisors from 2017 to 2018. Outside of Ameriprise, he is associated with Tiras Wealth Management LLC as an Associate Financial Advisor and Client Service Specialist. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a specialized team to deliver personalized retirement income advice within a large institutional framework.

Neil Parmar is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with its advisors.

Joseph Willey is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Roberts Wealth Management and Cetera Investors, as well as various non-financial roles early in his career. He is also involved in managing an advisory business through Tiras Wealth Management LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tyson Thomas is a CFP® professional with one year of experience, currently serving as a financial advisor at Ameriprise in Houston, TX. His prior work includes roles at Willis Johnson & Associates, Inc., Texas A&M University, and Dallas Baptist University. 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 annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Cynthia Crump is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she assists with client service and operational functions at Tiras Wealth Management, a private wealth advisory practice within Ameriprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Madeline Parker is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial and Waddell and Reed. Outside of her role at Ameriprise, she manages a separate advisory business, Tiras Wealth Management LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Laura Garza is a financial advisor at Ameriprise in Katy, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Green Financial Group, and Wells Fargo, among others. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice through a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts.

James Serrano Jr. is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Ameriprise in Houston, TX. Prior to joining Ameriprise, he worked at Modera Wealth Management, An Exceptional Life Financial, and Crestview Partners. He is active in the Financial Planning Association, serving as the DEI Director for the Georgia chapter and Head of the National DEI Committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jacqueline Warner is a financial advisor at Ameriprise in Houston, TX, with 21 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she has involvement in non-investment-related real estate ownership. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a research-driven, tax-efficient approach to develop personalized Recommendation Reports.

Linda Russell is a Series 66-licensed financial advisor with Ameriprise in Houston, TX, and has 13 years of industry experience. She has worked at Ameriprise and its affiliated entities for a total of 17 years, with a three-year gap of unemployment between 2017 and 2020. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate tailored retirement income plans delivered by a centralized consulting team.