San Antonio, TX Reunion Pl Office

Bradley Lemmon is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Ameriprise in 2021, he worked at Edward Jones for seven years. He is based in Helotes, Texas. 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 to deliver tailored, non-discretionary advice through a centralized consulting team.

Carlos Tovar is a financial advisor at Ameriprise with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities LLC, and AXA Financial. Tovar is based in San Antonio, TX. Ameriprise Financial Services is a diversified advisory 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.

Justin Quillen is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Ameriprise since 2018, following an 11-year tenure at LPL Financial and a brief period at Investment Professionals, Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts and the use of algorithmic automation to generate tailored recommendations.

Ruben Solis Jr. is a financial advisor at Ameriprise in San Antonio, TX, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Ameriprise in 2026, he worked at USAA Bank and USAA Financial Planning Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Catherine Bruce is a financial advisor with Ameriprise in Bulverde, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at RBC Capital Markets Corporation for 11 years before joining Ameriprise in 2019. Outside of her advisory role, she has involvement in non-investment-related real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis delivered through a centralized consulting team alongside its broad advisory and insurance offerings.

Stephen Spears is a CFP® certified financial advisor with 36 years of industry experience. He is currently with Ameriprise Financial Services LLC and was previously with Frost Brokerage Services, Inc. and Frost National Bank. He is based in San Antonio, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Benjamin Shields is a financial advisor with Ameriprise Financial Services LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining Ameriprise in 2024, he worked at Hartford Funds Distributors, LLC for 12 years. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to provide tailored, algorithm-supported retirement income advice.

Meghan Rowntree is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, including time with Ameriprise Financial Services, Inc. and Investment Professionals prior to that. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset criteria, providing detailed written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement plans, primarily for clients with assets managed through Ameriprise.

David Snelling is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His career includes positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and RBC Capital Markets before joining Ameriprise. 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, utilizing comprehensive research and collaborative client-advisor engagement.

Michael Corales is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Ameriprise in San Antonio, Texas, and previously worked at firms including Wells Fargo Bank, TLWM Financial, LPL Financial, Edelman Financial Engines, Securities America Advisors, and td ameritrade. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income stability and tax-efficient withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools, with recommendations implemented collaboratively by clients and their advisors.

Douglas Sehres is a financial advisor at Ameriprise in San Antonio, TX, holding a Series 66 designation with 17 years of industry experience. He previously worked at Planto Roe Financial Services, Minnesota Life Insurance Company, and Securian Financial Services, Inc. Sehres is also involved in independent insurance brokering with a focus on disability income. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendation reports delivered in partnership with financial advisors. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jessica Edmonds is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and 16 years of industry experience. She has worked at Ameriprise since 2018 and previously at Investment Professionals Inc. Edmonds is also the owner of J Edmonds Marketing LLC, a small business unrelated to investment advising. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through personalized recommendation reports and ongoing advice.

James Boynton is a financial advisor at Ameriprise with 45 years of industry experience. He has previously worked at RBC Capital Markets Corporation and Ameriprise Financial Services Inc. Boynton serves on the board of directors for SA Life Academy and is involved with ATCOTX, LLC, an oil and gas royalty business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

David Brantley is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and over 35 years of industry experience. His prior roles include seven years at LPL Financial and 12 years at Bryan Finley & Associates. He also has experience in non-variable insurance activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide written recommendations and ongoing advice tailored to clients approaching or in retirement.

James Gardner III is a financial advisor with Ameriprise Financial Services in San Antonio, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes six years at Wells Fargo Clearing before joining Ameriprise in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.