Miami, FL 9100 S Dadeland Blvd Office
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Ameriprise
Institution
Firm-wide stats for Ameriprise
About
Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Ameriprise Premier Retirement Income service for clients approaching or in retirement. The Service delivers a written Recommendation Report and ongoing annual retirement‑income planning advice focused on dependable income sources and tax‑aware withdrawal strategies.
The retirement income offering is produced by a centralized Service team that collaborates with the client’s Ameriprise financial advisor; implementation is non‑discretionary and clients or their advisors act on the recommendations. Analysis for the Recommendation Report draws on Ameriprise’s investment research, third‑party data and algorithmic tools overseen by an internal committee, and typically addresses asset allocation, asset‑bucketing/adaptive withdrawal approaches, and Social Security claiming options.
Distinctive features include restrictive enrollment criteria that require a minimum level of investable assets and the inclusion of Ameriprise managed account assets (and therefore assets held at Ameriprise) to participate, which is more limiting than many large advisory programs. The firm’s recommendations operate within an investment universe influenced by its affiliated product ecosystem and distribution arrangements — including Columbia and RiverSource sub‑advised options, AEIS cost‑reimbursement relationships for some investment portfolios, and a StartingPoint list that privileges participating fund firms — and Ameriprise discloses these economic relationships and rebates certain fund‑level fees in Managed Accounts.
Based on Ameriprise
Expertise
Based on Ameriprise
Location
9100 S Dadeland Blvd Ste 1500
Miami FL 33156-7816
Advisors at this office
3
Advisors at this office
Charlene G
Series 63, Series 65
Miami, FL
Ameriprise
Charlene Guisasola is a financial advisor with Ameriprise in Miami, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company for 17 years each. Outside of her advisory role, she is involved in life insurance brokerage and financial planning for business owners and executives through separate agencies. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a non-discretionary implementation model. The firm’s approach integrates internal investment research and third-party data, emphasizing tax-aware withdrawal strategies and dependable income sources.
Gabriel V
Series 66
Miami, FL
Ameriprise
Gabriel Vasquez is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Co., and Principal Life Insurance Company. Prior to joining Ameriprise, he operated GV Aspirated LLC for two years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual advice focused on retirement income planning, employing a research-driven approach and tax-aware withdrawal strategies.
Pedro T
Series 63, Series 65
Miami, FL
Ameriprise
Pedro Torres is a financial advisor at Ameriprise with 26 years of industry experience. His prior roles include positions at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and Principal Life Insurance Company. Torres also serves as a temporary member of the grievance committee for the 11th Circuit, Dade County, Florida Bar. Ameriprise Financial Services is a 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. The firm’s investment approach integrates proprietary research and third-party data within a framework that includes affiliated product options and specific enrollment criteria.
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