Melville, NY Huntington Quad Office

Andrew Drost is a CFP® professional with 31 years of industry experience. He has been with Ameriprise since 1994, holding roles at both Ameriprise Financial Services, Inc. and Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Jason Di Dio is a CFP® certificant currently with Ameriprise, where he has worked since 2024. He has five years of industry experience, including prior roles at Commonwealth Financial Network and Equitable Advisors, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Alex Metzler Metzler is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021 and previously worked at Port Jefferson Country Club. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, 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 to support its recommendations and delivers services through a centralized consulting team in partnership with financial advisors.

Michael O'Keeffe is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise since 2018 and previously was with Fidelity Brokerage Services LLC from 2014 to 2018. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary guidance through a centralized consulting team.