Sugar Land, TX 2277 Plaza Dr Ste 650 Office

Scott Finley is a financial advisor with Ameriprise in Sugar Land, TX, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he serves on the Sugar Land Rotary Board of Directors and works as a soccer referee. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that emphasize written recommendations and annual advice on tax-aware withdrawal strategies and dependable income sources.

Pradip Shah is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for five years each. Outside of his advisory role, he owns AMARPSHAH LLC, an LLC established for potential future business endeavors. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written Recommendation Reports and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team, proprietary investment research, and collaboration with financial advisors, with enrollment criteria that include minimum investable assets and assets held within Ameriprise.

Alan Jaks is a CFP®-certified financial advisor with 39 years of industry experience, currently with Ameriprise in Missouri City, TX. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Benjamin Holland is a financial advisor with Ameriprise in Houston, TX. He holds the Series 66 designation and has been in the industry since 2024, previously working at Equitable Advisors. Outside of finance, he has experience in the car wash business and has worked in educational and athletic roles. Ameriprise is a large institutional firm that offers retirement-income planning services for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies.

Eduardo Zuniga Jr. is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Eduardo also served in the United States Navy for 21 years. 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 tailored retirement planning and advice focused on sustainable income sources and tax-aware withdrawal strategies.

Edward Dobin is a financial advisor at Ameriprise in Houston, TX, with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive, research-driven recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic tools and oversight committees.

Rajashree Lahoti is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Ameriprise since 2009. Outside of her advisory role, she conducts educational classes aimed at empowering women through financial literacy. Ameriprise offers retirement-income planning services primarily to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm operates as a large institution providing a broad range of advisory, brokerage, and insurance solutions.

Howard Lemon is a financial advisor with Ameriprise in Sugar Land, TX, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, providing non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and employs algorithmic automation alongside oversight committees to support its retirement income services.

Serena Sneeringer is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to produce personalized recommendation reports, emphasizing assets managed within Ameriprise accounts and using algorithmic tools overseen by a dedicated team.

Tabitha Estes is a financial advisor with Ameriprise in Sugar Land, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing 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-efficiency analysis to provide non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Pradeep Gokhale is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Ameriprise since 2016, working across both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. 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, with a focus on dependable income sources and tax-aware withdrawal strategies.