Phoenix, AZ 2398 E Camelback Rd Office

Fernando Quezada is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63, Series 65, and Series 66 designations and one year of industry experience. He previously worked at Edelman Financial Engines and Charles Schwab, where he spent 16 years. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that offers retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Ragon is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes prior roles at Wells Fargo Clearing and Edward Jones. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Marcus Brandt is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services for 12 years before joining Ameriprise in 2023. 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 tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Julie Lalwani is a CFP® with 15 years of experience in the financial services industry. She is currently with Ameriprise and has previously worked at Edward Jones, Bank of America, and Merrill. Lalwani is based in Phoenix, AZ. Ameriprise provides retirement-income planning services for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Kandas is a financial advisor at Ameriprise Financial Services, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Ameriprise since 2016, currently based in Phoenix, AZ. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Garette Swanson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and based in Phoenix, AZ. He has one year of industry experience and prior work experience includes roles in aquatic clubs and the hospitality sector. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement-income planning and written recommendation reports focused on tax-aware strategies and dependable income sources.

Chelsea Faiva is a financial advisor with Ameriprise in Mesa, AZ, holding a Series 66 designation and three years of industry experience. She has worked at Ameriprise and its related entities since 2016, and previously was with Wren & Ivory from 2015 to 2021. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, delivering detailed, algorithm-assisted recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Tye Dutcher is a financial advisor with Ameriprise Financial Services and holds a Series 66 credential. He has two years of industry experience and previously worked at Principal Securities and Principal Life Insurance. Outside of his advisory role, he has experience in several small businesses, including food service and landscaping. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides customized, non-discretionary retirement income planning and ongoing advice, incorporating a range of proprietary research and third-party data.

Russell Doyle is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A. G. Edwards & Sons, and Morgan Stanley Dw Inc. Outside of advising, he occasionally rents out his home on a short-term basis. 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 tax-aware withdrawal strategies and a defined enrollment process requiring a minimum level of investable assets.

Christine Gustafson is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 65 licenses. She has 42 years of industry experience, including 15 years at UBS Financial Services prior to joining Ameriprise in 2022. Gustafson serves on the boards of several nonprofit organizations, including the Arizona Women's Board, the American Heart Association, and the Translational Genomics Research Institute, and is involved with Charter 100, a nonprofit for businesswomen in Arizona. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning advice that incorporates tax-aware withdrawal strategies and Social Security options.

Amanda Morrell is a financial advisor at Ameriprise in Phoenix, AZ, holding a Series 66 designation with 18 years of industry experience. She worked at UBS Financial Services for 15 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement 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 these services through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and algorithmic automation in its recommendations.

Grant Peterson is a financial advisor at Ameriprise with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Voya Financial Advisors. He serves on the Board of Directors for Aspiring Youth Academy and has been an active chair of the Phoenix 20-30 Club. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Lisa Campbell is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 63 designation and previously worked for UBS Financial Services for 15 years before joining Ameriprise in 2022. Based in Phoenix, AZ, she has worked in both brokerage and advisory roles throughout her career. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves a broad client base through a large institutional platform offering advisory, brokerage, and insurance solutions.

Jennifer Laughton is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she owns JL Custom Creations, LLC, a business focused on handmade crafts such as cups, key chains, and pens. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice, primarily for clients with assets managed within Ameriprise.