Winter Park, FL S New York Ave Office

Sean Stevenson is a financial advisor with Ameriprise in Winter Park, FL, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He serves on the board of directors for the YMCA in Winter Park. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice through a centralized consulting team.

Gage Stevenson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at the University of Central Florida and Valencia College, and he serves on the Winter Park Y Advisory Board. Ameriprise provides retirement-income planning and a broad range of advisory, brokerage, and insurance solutions primarily for clients with significant investable assets, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations.

Robert Emerson Jr. is a financial advisor with Ameriprise in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver personalized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Charles Lloyd is a CFP® professional with 32 years of industry experience. He is currently with Ameriprise in Winter Park, FL, having joined in 2025. Prior to this, he spent nine years at Wells Fargo Clearing and fifteen years at Merrill. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Adam Goldstein is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, following prior roles at Raymond James Financial Services Advisors Inc. and Private Wealth Management at Heathrow. Goldstein serves on the Board of Directors and is Chairperson of the Orlando Health Childrens Foundation. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its planning approach and supports a broad range of advisory, brokerage, and insurance solutions.

Gerardo Forteza Garcia Barbon is a financial advisor at Ameriprise in Winter Park, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Curative and Asurion, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary investment research and third-party data to provide tailored, non-discretionary recommendations.

Lauren Wright is a CFP®-certified financial advisor with 15 years of industry experience. She has worked at Ameriprise since 2020 and previously spent seven years with Raymond James Financial Services Advisors INC. In addition to her advisory role, she is a co-owner of Wright and James LLC, a retail business in De Bary, Florida. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to support client planning, emphasizing solutions within Ameriprise-managed accounts.

Caden Emerson is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked in various roles at Dollar General and Home Depot while completing his education. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning advice that incorporates investment research and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Mitchell Houser is a financial advisor with Ameriprise who holds a Series 66 designation and has 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Patrick Buchanan is a financial advisor at Ameriprise with 30 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at Raymond James Financial Services and operating Accurate Concrete and Curbing, LLC. He is also involved in independent insurance brokering specializing in term life insurance. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized Recommendation Reports through a centralized consulting team.

Paul Holt is a financial advisor with Ameriprise in Oviedo, Florida, holding a Series 63 designation and 40 years of industry experience. He previously worked at Raymond James and Associates for 11 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver tailored retirement income advice.

Thomas Eisenhuth is a financial advisor with Ameriprise in Altamonte Springs, FL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank. Eisenhuth serves on the Board of Directors for First Tee of Central Florida. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research-based modeling and tax-efficient strategies to generate written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gerry Powery is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing for nine years and Merrill for twelve years. Ameriprise Financial Services is a diversified advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.