Westport, CT Wright St Office

Kimberly Dejana is a financial advisor at Ameriprise with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Wealth Strategies of America, Inc. and Raymond James Financial Services, Inc. In addition to her advisory role, she is a notary public in Connecticut. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm utilizes research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Arnold Blumenfeld is a financial advisor at Ameriprise with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. 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 produce written recommendation reports delivered in partnership with clients’ financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kyle Zingone is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and previously worked for RBC Capital Markets for nine years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Karen Goersch is a financial advisor with Ameriprise in Rowayton, CT, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific eligibility criteria, 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, delivering non-discretionary recommendations through a centralized consulting team.

Michael Tuozzoli is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary retirement income advice, supported by algorithmic automation and oversight committees.

Jesse Sheldon is a financial advisor at Ameriprise with 20 years of industry experience. He has held positions at Ameriprise since 2017 and previously worked at Wells Fargo Advisors from 2009 to 2017. He holds Series 63 and Series 66 licenses. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and oversight committees to generate personalized advice, primarily focusing on assets managed within Ameriprise accounts.

Paul Sheldon is a financial advisor with Ameriprise in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2017. Outside of his advisory work, he performs stand-up comedy and has appeared at events such as a one-hour routine at the Shawangunk Country Club. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

David Janny is a financial advisor at Ameriprise with 41 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank before joining Ameriprise in 2022. He serves on the Board of Directors for The Peggy Cahill Pioli Right To Life Foundation. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.