Palm Harbor, FL Office

Eric Mc Lendon is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Outside of his advisory role, he serves as president on a local board of directors and is involved in retail business ownership. Ameriprise is a large institutional firm offering a retirement-income planning service targeting individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that combines research, modeling, and tax-efficient strategies to generate personalized recommendations.

Robert Berglund is a financial advisor with Ameriprise in Palm Harbor, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Ameriprise since 2009. 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 claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Joyce Hoban is a financial advisor with Ameriprise in Palm Harbor, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she owns a management corporation used to pay business expenses related to her practice. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Joseph Rettig is a financial advisor with Ameriprise in Palm Harbor, FL, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Ameriprise and its predecessor entities since 1986. Rettig is also co-CEO of Vision Set LLC, a business focused on administration and management. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Francis Mossett III is a financial advisor with Ameriprise in Palm Harbor, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mossett is involved in consulting and business ownership activities. Ameriprise offers retirement-income planning services tailored to clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm serves individuals with substantial investable assets and provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.