Roanoke, VA Chaparral Dr Office

Angela Holmes is a financial advisor with Ameriprise in Roanoke, VA, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, primarily for clients with assets managed by Ameriprise.

Glenn Kent is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory work, he owns a personal training business and serves as treasurer for several local community organizations, including a school PTA and a swim team board. He also teaches at Radford University and has contributed as a subject matter expert for the American Council on Exercise. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes providing written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies, utilizing proprietary investment research and third-party data.

James Harlow III is a financial advisor with Ameriprise in Roanoke, VA, holding a Series 66 designation and having 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a head softball coach for Hidden Valley High School’s girls softball team. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to generate tailored retirement income recommendations, with a focus on assets held in Ameriprise-managed accounts.

Stewart Barnes is a financial advisor with Ameriprise in Roanoke, VA, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Barnes serves on the Board of Directors for the Blue Ridge Fellows Program and is a lacrosse umpire for youth and high school games. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

William Laughon is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Bank NA and Wells Fargo Clearing Services. Outside of his advisory role, he is involved with Toastmasters as Vice President of Education, assisting members with their educational progress. 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, income sources, and tax-aware withdrawal strategies.

Matthew Ely is a financial advisor with Ameriprise in Vinton, VA, holding the ChFC® designation and Series 66 license, with 14 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ely serves on the board of directors for a senior networking group in Roanoke, VA. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Stefan Vulevic is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 10 years of industry experience. He has worked with Ameriprise since 2016. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Why Not Workshop, a nonprofit organization based in Roanoke, VA. 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 annual planning advice focused on retirement income strategies, leveraging comprehensive research and algorithmic tools within a clearly defined investment framework.