John Thane
Financial Advisor, Chartered Retirement Planning Counselor® at Ameriprise Financial Services, LLC | Southlake, Texas, United States
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John R. Thane is a dedicated Financial Advisor and Chartered Retirement Planning Counselor® at Ameriprise Financial Services, LLC, where he leverages his extensive expertise to help clients navigate the complexities of their financial journeys. In his current role, John focuses on delivering personalized financial strategies that align with each client’s unique goals, whether that involves planning for a secure retirement, funding higher education, or managing risk through comprehensive insurance solutions. His approach emphasizes building trust and fostering long-term relationships, ensuring clients feel confident and connected to their financial plans.
John’s key projects often involve developing tailored investment portfolios that balance growth with risk management, utilizing strategic planning and market insights to optimize financial outcomes. His deep understanding of small business planning and insurance brokerage allows him to serve a diverse client base, from individual investors to small business owners seeking to protect and grow their assets. As a Chartered Retirement Planning Counselor®, he is particularly skilled at guiding clients through retirement income strategies, ensuring they are prepared for both expected milestones and unforeseen challenges.
Beyond his technical expertise, John excels in team building and customer service, creating collaborative environments that prioritize client education and engagement. His strategic planning and public speaking skills enable him to communicate complex financial concepts clearly and effectively, empowering clients to make informed decisions. Whether working on risk management, marketing, or business planning initiatives, John remains committed to helping clients feel confident, in control, and prepared for whatever the future holds.
Financial Advisor, Chartered Retirement Planning Counselor® at Ameriprise Financial Services, LLC in October 2015 to Present
Vice President/Senior Financial Advisor at Merrill Lynch in February 2010 to October 2015
Financial Planning Specialist at Morgan Stanley Smith Barney in July 2004 to February 2010
Director Business Development at American Express Corporate Services in August 1989 to December 2001
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Texas State University, September 1984 to September 1987
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Team Building
Customer Service
Marketing
Strategic Planning
Public Speaking
Risk Management
Small Business Planning
Business Planning
Insurance Broker/agent
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Discover more about Ameriprise Financial Services, LLCWhat is John R Thane email address?
Email John R Thane at [email protected] and [email protected]. This email is the most updated John R Thane's email found in 2026.
What is John R Thane phone number?
John R Thane phone number is 817-552-3112.
How to contact John R Thane?
To contact John R Thane send an email to [email protected] or [email protected]. If you want to call John R Thane try calling on 817-552-3112. (updated on February 12, 2025)
What company does John Thane work for?
John Thane works for Ameriprise Financial Services, LLC
What is John Thane's role at Ameriprise Financial Services, LLC?
John Thane is Financial Advisor, Chartered Retirement Planning Counselor®
What industry does John Thane work in?
John Thane works in the Financial Services industry.
John Thane Email Addresses
John Thane Phone Numbers
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