Marco Island, FL Park Ave Office

Vincent Magee is a financial advisor at Ameriprise in Marco Island, FL, holding a Series 63 designation with 29 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He has been with Ameriprise since 2018. Ameriprise offers a retirement-income planning service designed for individuals nearing 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, modeling, and tax analysis to deliver tailored retirement income plans, primarily for clients maintaining assets in Ameriprise-managed accounts.

Brad Bersh is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Ameriprise since 2017 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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, including tax-aware withdrawal strategies and Social Security claiming options.

Dana Messina is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and its affiliated entities from 2007 to 2017 before joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports through a centralized consulting team.