Sarasota, FL Main St Office

Vincent Dotterweich is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliates since 2010. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Renee' Martone Cecil is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Beginning in 2026, she will share office space with a business lending firm, Allcott Capital Consulting Inc., which operates independently and does not have access to Ameriprise client data. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Paul Saitta Jr. is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Neuberger Berman LLC. Outside of his advisory role, he serves as COO of Halite Capital LLC, where he oversees general accounting, operational management, and custodial oversight. Ameriprise offers a retirement-income planning service primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Lisa Bosco is a financial advisor with Ameriprise in Sarasota, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant 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 in its approach and emphasizes managed accounts within its product-selection process.

Jason Saikaley is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. 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 through written Recommendation Reports and ongoing annual advice, leveraging proprietary research and algorithmic tools.

Sandra Hildebrand is a financial advisor with Ameriprise, holding a Series 66 designation and 30 years of industry experience. Her career includes roles at Ameriprise Financial Services and Planning Solutions Group, with extensive experience in financial planning and advisory services. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary recommendations through a centralized consulting team.

Brett Gardner is a financial advisor at Ameriprise in Sarasota, FL, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at Gardner & Gardner Insurance Co. and Northwood University before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware strategies.

Ryan Gardner is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and began his career with Ameriprise in 2020. Prior to advising, he worked in education and mediation from 2016 to 2019. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Robert Armstrong Jr. is a Certified Financial Planner (CFP®) with 22 years of industry experience. He is currently with Ameriprise Financial Services, where he has worked since 2019, following prior roles at Wells Fargo Clearing and UBS Financial Services. Outside of finance, he owns a retail beauty business and co-owns salon suite properties in Florida. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning using a structured Recommendation Report and ongoing advice.

Roberta Simpson is a financial advisor at Ameriprise with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate income strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Rothschild is a financial advisor with Ameriprise based in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he is a member-owner of STARDUST ATLANTIC LLC, a business involved in real estate and land holdings. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joshua Mc Coy is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Prior to joining Ameriprise, he worked at Edward Jones for 10 years. Outside of his advisory role, he owns a farm business in Cortez, FL, and serves on the Board of Directors for Young Life of Manatee County. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Colin Gardner is a financial advisor with Ameriprise in Sarasota, FL, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, he worked at Wayne State University and has experience in various roles including at Barton Hills Country Club and Fiamma Grill. 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.

Daniel Shontere is a financial advisor at Ameriprise with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Ameriprise and its affiliated entities since 2009. He serves on the Board of Directors and acts as Finance Chair for Young Life Manatee County. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Robert Massaroni is a financial advisor with Ameriprise in Englewood, FL, holding Series 63 and Series 65 designations and 30 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he owns Massaroni Enterprises LLC, a business involved in real estate. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.