Tampa, FL W Linebaugh Ave Office

Mija Bartholome is a financial advisor at Ameriprise in Tampa, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2023, she worked at Northwestern Mutual Investment Services LLC and Kevin O Connell. Outside of financial advising, she is involved with Lala Links Jewelry, assisting with operations and customer service at pop-up events in the Tampa Bay area. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes producing written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies, supported by internal research and third-party data.

Susan Bentkowski is a financial advisor with Ameriprise Financial Services in Tampa, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Ameriprise in various roles since 2009. 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 through written Recommendation Reports and ongoing advice. The firm employs a non-discretionary implementation approach and utilizes proprietary research, third-party data, and algorithmic tools to guide asset allocation, withdrawal strategies, and Social Security decisions.

Ashley Johnson is a CFP® with 18 years of experience in financial advising, currently with Ameriprise in Clearwater, FL. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she manages the operational side of her practice through A.E. Johnson Enterprises. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach while offering a broad range of advisory, brokerage, and insurance solutions.