New Orleans, LA 1100 Poydras St Office

Neil Domingo is a financial advisor with Ameriprise Financial Services in New Orleans, LA, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at Ameriprise since 2019 and previously spent eight years with PRUCO Securities, LLC and The Prudential Insurance Company of America. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Katherine Hattier is a financial advisor with Ameriprise in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Ameriprise since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations primarily for clients approaching or in retirement. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Spencer Harris Jr. is a financial advisor with Ameriprise in New Orleans, LA, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Ameriprise and its affiliated firm since 2009. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to generate personalized retirement income recommendations.

Robert Incaprera is a CFP®-credentialed financial advisor with Ameriprise in Metairie, LA, bringing 43 years of industry experience. He has been with Ameriprise and its related entities since 2011. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, delivering tailored Recommendation Reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to generate these recommendations while providing a broad range of advisory, brokerage, and insurance solutions.

Scott Guidry is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in several real estate business activities. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Nathan Foret is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2009. Outside of his advisory work, he owns rental properties in New Orleans that are managed by a client. Ameriprise is an institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for clients with significant investable assets, combining research, modeling, and tax strategies to generate tailored, non-discretionary recommendations.

Lauren Lamulle is a CFP® with 18 years of industry experience. She is currently with Ameriprise in Metairie, LA, having previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate tailored advice, primarily for assets held in Ameriprise-managed accounts.

Thomas Braly Jr. is a financial advisor at Ameriprise with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2009. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, working closely with advisors like Braly to support clients’ retirement planning needs.

Cynthia Moll is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise since 2016, working across both Ameriprise Financial Services, Inc. and LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored planning and ongoing advice focused on retirement income strategies. The firm’s approach integrates proprietary research, algorithmic tools, and a managed account structure within a defined investment ecosystem.

Thomas Treuting Jr. is a financial advisor with Ameriprise in New Orleans, LA, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2010. Outside of his advisory role, he serves on the Board of Directors for New Orleans Friends of Music and teaches and performs piano and trumpet as a self-employed musician. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice. The firm’s approach incorporates investment research and algorithmic tools, operating within a defined investment universe influenced by affiliated product arrangements.

Paul Ippolito is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2021. His previous experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. 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 recommendation reports and ongoing tax-aware retirement planning advice focused on dependable income sources.

Joseph Hebert is a financial advisor with Ameriprise in Covington, LA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as a board member of the Natchez Trace Property Owners Association. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored advice primarily for clients with substantial investable assets.

Jeremy Starr is a financial advisor with Ameriprise in New Orleans, LA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. He serves on the Board of Directors for BNI, acting as Secretary/Treasurer. Ameriprise offers a retirement-income planning service focused on 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, modeling, and tax analysis through a centralized consulting team and delivers tailored, non-discretionary advice supported by algorithmic tools and oversight committees.

Thomas Linn is a financial advisor with Ameriprise in Kenner, LA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team working with clients’ advisors.

Diana Matherne is a financial advisor with Ameriprise in Mandeville, LA, holding a Series 66 designation and 28 years of industry experience. She has been with Ameriprise since 2016, including its affiliated entities. Outside of her advisory role, she serves as secretary for two consulting companies and is a member of the finance committee at North Cross Methodist Church in Madisonville, LA. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations that are reviewed annually.