San Jose, CA Almaden Blvd Office

Spiridon Kabitsis is a financial advisor with Ameriprise in Belmont, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he provides notary services for legal documents related to Greece through his business Law-Tax in Greece Consulting Inc. and is involved in coaching other Ameriprise advisors. He is also co-owner of a hair salon operated by his wife. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm utilizes research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team.

Amy Roat is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2015. Outside of her advisory role, she participates in studio maintenance shifts at a Corepower yoga studio. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Leon Roat is a financial advisor with Ameriprise in San Jose, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved in independent insurance brokering. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Barbara Littlepage is a financial advisor with Ameriprise in San Jose, CA, holding a Series 63 designation and 36 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves as Treasurer on the board of the Gamma Eta House Corporation of Delta Gamma. 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 income sources and tax-aware withdrawal strategies.

Joanne Cirocco is a financial advisor with Ameriprise in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering 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 provide non-discretionary recommendations through a centralized consulting team.

Demitra Kabitsis is a financial advisor at Ameriprise with two years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2021. Prior to her advisory role, she was affiliated with the University of Colorado and Notre Dame High School. 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 recommendations through a centralized consulting team.

Jason Styczynski is a financial advisor with Ameriprise in Morgan Hill, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, he serves as Chair of the Investment Committee at Notre Dame San Jose High School, overseeing the stewardship of the school’s investments. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Adam Ward is a financial advisor with Ameriprise based in Monte Sereno, CA, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Kelly Lee is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

David Cooper is a financial advisor with Ameriprise in San Jose, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Thomas Woodell is a financial advisor with Ameriprise in Santa Clara, CA, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed 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, algorithm-supported recommendations through a centralized consulting team.