Orlando, FL Office

Jose Duarte is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Ace Cash Express for fourteen years. Outside of his advisory role, he writes music for local artists and bands and performs as a pianist in a local group. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-smart withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Brodsky is a financial advisor with Ameriprise in Oviedo, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of his advisory role, Brodsky serves as president and board member for multiple community organizations, including the Yale Alumni Association of Central Florida and the All-Ivy Club of Central Florida, and he is an author of a book on personal improvement. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team in partnership with client advisors.

Wanda Decker is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 licenses. She has 38 years of industry experience, including positions at Raymond James & Associates, Morgan Keegan & Company, LLC, and AmSouth Investment Management Company. Decker has been with Ameriprise since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice based on proprietary research and third-party data.

Jeffrey Toadvine is a financial advisor with Ameriprise in Ocoee, FL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm utilizes algorithmic automation alongside research and modeling to generate tailored advice and provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Beatriz Truax is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 designations and 19 years of industry experience. She has been with Ameriprise and its affiliated entity since 2012. Outside of her advisory role, she owns and manages an investment real estate business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Shaun Spaid is a financial advisor with Ameriprise in Oviedo, FL, holding a Series 66 credential and bringing 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice supported by a centralized consulting team.

Robert Andrews is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jeffrey Lader is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 license and previously worked at Edward Jones for seven years. His background also includes roles in software and retail sectors. 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.

Eric Moyle is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on assets held in Ameriprise Managed Accounts.

Scott Polk is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily to clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Katherine Viola is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset thresholds. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, combining research, modeling, and tax analysis to support retirement planning within its managed accounts framework.

Erika Link is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice using a combination of proprietary research, third-party data, and algorithmic tools.

Kristen Skinner is a financial advisor at Ameriprise with 10 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing research and modeling to deliver tailored, tax-efficient retirement recommendations.

Donald Welsh is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and SunTrust Advisory Services. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which features written recommendations and annual ongoing advice focused on income sources and tax-aware withdrawal strategies.

Mark Marshall is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005. Marshall serves on the board of The Christ School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.