Monique Thomas

Ameriprise Financial


Ameriprise helps clients navigate their finances, and their advisors are at the heart of that. This collection of work educates clients on key financial topics and encourages them to talk with their advisors.


Role: Creative director and writer (videos); Creative director on direct mail and email

Tax-Efficient Withdrawal Video: I wrote the script for this video, which focuses on tax-efficient withdrawals as part of the Ameriprise® Premier Retirement Income service, turning a complex retirement-income strategy into a story clients could follow.

I wrote the script for this companion video, which focuses on adaptive withdrawals as part of the same Ameriprise® Premier Retirement Income service, turning a complex retirement-income strategy into a story clients could follow.

Securities-Based Lending Direct Mail and Email: I directed the creative for a direct mail piece and emails on securities-based lending, ensuring the story and visuals were clear and met Ameriprise brand standards.

Securities-Based Lending Email