Jacksonville, FL 6817 Southpoint Pkwy Ste 1303 Office

Bonnie Smith III is a financial advisor at Ameriprise with 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Outside of her advisory role, she is involved in a business called ColePark, which is not investment-related. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, emphasizing the use of Ameriprise-managed accounts and algorithmic automation in its approach.

Linda Forte is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Ameriprise in Ponte Vedra, FL. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has involvement in commercial real estate ownership. Ameriprise is an institutional firm that offers a retirement-income planning service targeting clients with significant investable assets, delivering structured, research-driven recommendations through a centralized consulting team in partnership with financial advisors.

Deanna Hartwell is a financial advisor at Ameriprise with nine years of industry experience. She holds the CFP® designation and Series 63 and 66 licenses. Prior to her current role at Ameriprise beginning in 2020, she worked at Ameriprise Financial Services, Inc. from 2015 to 2020. Outside of her advisory role, she manages a related business, Deanna R Hartwell, Inc. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

James Haugen is a financial advisor with Ameriprise in Saint Johns, FL, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, Haugen serves as a Finance Committee member at River of Life Methodist Church. Ameriprise is an institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides tailored recommendation reports using research, modeling, and tax-efficiency analysis, alongside a broad range of advisory, brokerage, and insurance solutions.

Reed Forrestel is a financial advisor with Ameriprise who holds a Series 66 designation and has 26 years of industry experience. He has been with Ameriprise and its related entities since 2000. Outside of his advisory role, he manages business activities through Forrestel & Associates, LLC. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations within a large institutional framework.

Olivia Ade is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. She previously worked with The ASO Project and Wheaton College. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team.

Kevin Mc Kanna is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he owns Synoptic Tax Partners, LLC, a tax preparation business. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, using a centralized consulting team and algorithmic tools to generate tailored retirement income recommendations.

Kevin Melamed is a financial advisor with Ameriprise in Jacksonville, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior positions include roles at Cetera Advisors LLC and Frontonu Capital. He has been with Ameriprise since 2018. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team to deliver tailored, algorithm-supported advice.

Charles Kalb is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Kalb serves on the Board of Governors for the San Jose Country Club in Jacksonville, FL. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets. The firm delivers centrally prepared, non-discretionary recommendations combining research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Kevin Maroney is a financial advisor at Ameriprise Financial Services with one year of industry experience. He holds a Series 65 designation and previously worked at Bank of America Securities for ten years. Outside of his advisory role, he serves as the CEO of Clubs Fore Kids Inc., a nonprofit that provides golf clubs and equipment to youth players. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Parker Smith is a financial advisor at Ameriprise in Jacksonville, FL, holding a Series 66 designation. He has been with Ameriprise since 2022 and previously worked at Bag-a-Nut in 2021. Smith attended the University of North Florida from 2020 to 2024. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations through a centralized consulting team.