New York, NY 530 5th Ave Office

Sandra Smith is a financial advisor with Ameriprise in Redding, CT, holding CFP®, Series 63, Series 65, and Series 66 designations and has 37 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Paul Donas is a CFP® and ChFC® with 35 years of experience in the financial services industry. He has been with Ameriprise since 2015, currently serving as a financial advisor in North Caldwell, NJ. In addition to his advisory role, he owns Paul Donas, LLC, which focuses on health insurance and employee benefits. Ameriprise is a large institutional firm offering a retirement-income planning service for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Manish Engineer is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Ameriprise since 2009 and is also affiliated with Joseph Gunnar & Co., LLC. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Scott Zingone is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. His prior experience includes roles at City National Bank and RBC Capital Markets. Based in New York, NY, he holds the Series 66 designation. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports, primarily serving clients with assets managed within Ameriprise accounts.

Gerald Di Chiara is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves on the Board of Directors for the Human Solidarity Project. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to provide tailored, tax-efficient withdrawal strategies. The firm integrates algorithmic tools with advisor oversight and emphasizes products from affiliated fund families.

Dean Aroety is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Partnerize. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Joseph Sullivan is a financial advisor with Ameriprise in New York, NY, holding a Series 63 designation and 45 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured service supported by algorithmic tools and oversight committees.

Jacklyn Lozano is a financial advisor with Ameriprise in Teaneck, NJ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Ameriprise and its related entities since 2016. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christopher Le Beau is a financial advisor at Ameriprise Financial Services LLC with four years of industry experience and holds the Series 66 designation. Before joining Ameriprise in 2022, he worked at Green Mountain Energy and NRG Energy from 2020 to 2022. He has also been involved in arts and cultural organizations, including the Arts Center of Coastal Carolina and Maltz Jupiter Theatre. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Kathleen Scotto is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 35 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through its affiliated companies.

Frank Gambino is a financial advisor with Ameriprise in Cranford, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients maintaining significant assets in Ameriprise-managed accounts.

Mitchell Rock is a financial advisor at Ameriprise with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Ameriprise since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement‑income planning through written Recommendation Reports and ongoing advice, using a combination of investment research, third‑party data, and algorithmic tools.

Michael Cooper is a CFP® and PFS™ credentialed financial advisor with 29 years of industry experience. He has been with Ameriprise since 2013, currently serving at their New York, NY office. Cooper is also an approved media resource for the Financial Planning Association, responding to media inquiries on financial planning topics. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities, with an emphasis on managed accounts and algorithmic support for retirement income recommendations.

Michael Dmytryshyn is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2021, following previous roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, offering tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver these services, alongside a broad range of advisory, brokerage, and insurance solutions.

Dean Koutris is a financial advisor with Ameriprise in New York, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fortis Lux Financial, LPM Inc, and Andersen LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation overseen by a Retirement Income Oversight Committee.