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Ameriprise has continued to attract experienced, productive advisors, with approximately 1,700 joining the firm in the last 5 years1 – what are you waiting for?

Advisor Name and Location Former firm Channel

Michael Massie

Vienna, VA

UBS Branch

Voyage Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Tom Royce, CFP®, AWMA®
  • Ryan Dragstrem, CFP®, CMFC®
  • Michael Chong, MBA

Lisle, IL

LPL Financial Independent

Multi Generation Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

  • Richard Weiner, CFP®
  • Ross Weiner
  • Mary Ann Giaimo

Boca Raton, FL, New York, NY, Florham Park, NJ

Wells Fargo Branch

The Falldin-Mattson Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • John Falldin
  • Jim Mattson
  • James Mattson

Edina, MN

Morgan Stanley Branch

Joseph Yapaola, CFP®

Redwood Shores, CA

Wells Fargo Branch

Robert Bacino, CLU®, ChFC®, RICP®

Bedminster, NJ

Purshe Kaplan Sterling Branch

Carolinas Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

  • Sam Head, CEP®
  • David Monckton, CFP®
  • Michael Fusco, CRPC®

Seneca, SC, Myrtle Beach, SC

Voya Independent

Bryant, Humphrey Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

  • Nicholas Bryant
  • Chris Humphrey

Akron, OH

UBS Branch

The Phelps Hamus Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Ronald Phelps
  • Jacob Hamus, CFP®

Middleton, WI

Morgan Stanley Branch

The Bloomer Fedenia Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jon Bloomer
  • Ross Fedenia, CFP®

Middleton, WI

UBS Branch

The Guidry Retirement Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Scott Guidry, CRC®
  • Robyn Guidry
  • Garrett Leroux, CFP®

New Orleans, LA

Wells Fargo Branch

ESSA Investment Services

A financial advisory practice of Ameriprise Financial Services, LLC

  • Troy Smith, AAMS®
  • Mary Hillegas
  • Patrick Boran

Stroudsburg, PA

Cetera Financial Institutions

Private Wealth Management at Heathrow

A financial advisory practice of Ameriprise Financial Services, LLC

  • Adam Goldstein, CFP®, CMFC®, ChFC®, CLU®
  • Patrick Buchanan, CFP®, ChFC®, CLU®

Winter Park, FL

Raymond James Branch

Paramount Financial Strategies

A financial advisory practice of Ameriprise Financial Services, LLC

  • Reb Bortz Jr, CFP®
  • Patrick Christian Bortz

Waukesha, WI

AXA Advisors Independent

Idaho Central Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

 

  • Robert Wilson
  • Rock Wilson

Boise, ID

LPL Financial Financial Institutions

Moss, Campbell & Associates

A financial advisory practice of Ameriprise Financial Services, LLC

  • David Moss
  • Jay Campbell, APMA®

Houston, TX

Merrill Lynch Branch

Centennial Financial Services, Crowley Wealth

A financial advisory practice of Ameriprise Financial Services, LLC

  • Kathleen Crowley, AIF®, CFP®
  • Grace Crowley, AIF®

Panama City, FL

Raymond James Financial Institutions

Mario Lopez, CFP®, AAMS®

Dallas, TX

Edward Jones Branch

Derek Mears, MBA, CFP®, CIMA®, CKA®

Daytona Beach, FL

Morgan Stanley Branch

Lawrence Beshel

Florham Park, NJ

Wells Fargo Independent

Jeffery Malcolm Davis

Plano, TX

Morgan Stanley Branch

Ameriprise Financial Institutions Group

A financial advisory practice of Ameriprise Financial Services, LLC

David Melnyk

Longwood, FL

Asset Advisors of America Financial Institutions

Baker Phillips Wealth Management Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Joshua Baker
  • Shane Phillips

Bellevue, WA

Merrill Lynch Branch

West Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

  • Michael West, CFP®
  • Andrew West, AIF®
  • Laura Cook, CFP®

Travelers Rest, SC

Raymond James Independent

Blair Pritchett, ChFC®

Atlanta, GA

Morgan Stanley Branch

Steward Concepts

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jason Driver, CFP®
  • Matthew Griffin

Rock Hill, SC

LPL Financial Financial Institutions

Northwest Financial Solutions

A financial advisory practice of Ameriprise Financial Services, LLC

  • Katie Jo Swasey
  • Jason Townsend Lambert
  • Dustin Guy Martin
  • David Robert Topper

Vancouver, WA

Madison Avenue Securities Branch

Rodman, Grill & Associates

A financial advisory practice of Ameriprise Financial Services, LLC

  • Thomas Rodman
  • Maureen Cioppi-Grill

Conshohocken, PA

Morgan Stanley Branch

Core Focus Financial Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Kerry Wate
  • Nicholas Hemphill

Bellevue, WA

Merrill Lynch Branch

James Buzgo, CFP®, CPWA®, CIMA®

Boston, MA

UBS Branch

Ross Perkins

Carmel, IN

UBS Branch

Norman Robbins

Boca Raton, FL

Summit Brokerage Services Branch

Bruce Higgison

Saddle Brook, NJ

Wells Fargo Independent

Willson Financial

A financial advisory practice of Ameriprise Financial Services, LLC

  • Craig Willson
  • Chad Willson

Ogden, UT

UBS Independent

Justin Ranger

New Orleans, LA

Raymond James Branch

Eugene George Simone

Providence, RI

Merrill Lynch Branch

S&T Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

Jennifer Calabro

Exton, PA

Cetera Financial Institutions

Reynolds & Reynolds Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Don Reynolds
  • Don C Reynolds III

Fort Worth, TX

RBC Branch

Robert Reuben

New York, NY

Morgan Stanley Branch

Michael Robbins

Boca Raton, FL

Summit Brokerage Services Branch

Gerald Di Chiara, MBA

New York, NY

Merrill Lynch Branch

Lev Davis Jr

Damariscotta, ME

Wells Fargo Independent

Scott Kelly

Westport, CT

Wells Fargo Branch

Martin & Browning Financial Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

  • Michael Lawrence Martin
  • Mick Browning

Fort Kent, ME

Key Investment Services Independent

Donald Henriquez

Florham Park, NJ

Stifel Branch

Ashley Gagner

Fargo, ND

Wells Fargo Independent

Randall Sutton, CFP®

Houston, TX

Morgan Stanley Branch

Pandelis Chryssostomides, MST, CFP®, AAMS®, CRPC®, CMFC®

Lancaster, CA

FSC Securities Independent

Lisa LaMarche, CFP®, CPA

Wilmington, DE

LPL Financial Branch

Reliant Investment Services

A financial advisory practice of Ameriprise Financial Services, LLC

Hampton Bourne, AAMS®, CRPC®, ADPA®

Clarksville, TN

LPL Financial Financial Institutions

Chad Nyitray, ChFC®, CLU®

Ann Arbor, MI

AXA Advisors Independent

Alexis Lenssen, CFP®

Daytona Beach, FL

Raymond James Branch

John McLaughlin

Olean, NY

Stifel Independent

Cheryl Dyer, CFP®

Medford, OR

Cetera Independent

The Schneider Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Mark Schneider
  • Nicholas Schneider

Farmington Hills, MI

Wells Fargo Branch

Kevin Osterberger

Boca Raton, FL

UBS Independent

Stephen Coleman, CFP®

Raleigh, NC

Wells Fargo Branch

Herb Hollender

Middleton, MA

UBS Branch

Jeffrey Sarkin

Boca Raton, FL

UBS Independent

Simon Wheeldon

Tampa, FL

UBS Branch

Paul Saitta

Greenwich, CT

Neuberger Berman Branch

Southern Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

Domenico Mastropierro

Cape Girardeau, MO

Cetera Financial Institutions

Todd Harris

Mesa, AZ

Country Capital Management Branch

Gary Finnegan

Palm Beach Gardens, FL

Wells Fargo Branch

Barry Krisko

Elizabethtown, PA

Wells Fargo Independent

Todd Winter, CFP®

Vero Beach, FL

Stifel Independent

Kellie Jacques

Boston, MA

Wells Fargo Branch

Robert Arthur Bonwell Sr

Charleston, WV

Wells Fargo Branch

Marty Mitchell, CRPC®

High Point, NC

LPL Financial Branch

Refik Agri

Owings Mills, MD

LPL Financial Independent

Robert Arthur Bonwell Jr

Charleston, WV

Wells Fargo Branch

Eric Prall

Temple, TX

Morgan Stanley Branch

Scott Mastocciolo

Westport, CT

Wells Fargo Branch

Ryan Riley

Lansing, MI

J.P. Morgan Branch

Thomas Kennedy

Fort Worth, TX

Merrill Lynch Branch

Brian Kenneth McVay

Saint Clairsville, OH

Wells Fargo Independent

Kevin Scott

Fairfield, NJ

Wells Fargo Independent

James Patrick Kirwan

San Jose, CA

Wells Fargo Branch

Divisha Kapur, ChFC®

Bingham Farms, MI

Hantz Financial Independent

Lawrence Panzeri

Burlington, MA

Securities America Independent

Oak Bridge Financial

A financial advisory practice of Ameriprise Financial Services, LLC

  • Peter Goudeau Jr
  • Lawrence Boyd
  • Andrew Brereton
  • Pete Goudeau III

Houston, TX

NYLIFE Securities Independent

Lawrence Crouse

Fort Myers, FL

Merrill Lynch Branch

Peter Heidt

Boca Raton, FL

Morgan Stanley Branch

Scott Cirelli

Florham Park, NJ

Stifel Branch

Anthony Ghiglieri

Hauppage, NY

HSBC Securities Independent

Brent Smith, CRPS®

Orlando, FL

Morgan Stanley Branch

Gary Symansky

Hauppage, NY

Wells Fargo Independent

Troy Malbon, AAMS®

Portland, ME

UBS Branch

Eric Dupre

San Antonio, TX

Raymond James Independent

Robert Gargiulo, CFP®, CLU®, CRPC®, CRPS®

Lake Success, NY

Edward Jones Independent

Heritage Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

Thomas Taylor

Cincinnati, OH

PNC Investments Financial Institutions

Brian Burkhardt, CFP®

Buffalo, NY

Merrill Lynch Independent

Peter Ardolino, ChFC®, CLU®

Cape Coral, FL

Century Securities Associates Independent

Rebecca Junker

Richmond, TX

1st Global Independent

Alan Ray, CFP®

Columbia, MD

Raymond James Independent

Ronald Denova, CKA®, APMA®

Sandpoint, ID

LPL Financial Independent

Matthew True

Westport, CT

Wells Fargo Branch

Heritage Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

Jeffrey Hemsath

Newport, KY

PNC Investments Financial Institutions

Jeff Reis

Miamisburg, OH

Raymond James Branch

Nicholas Haussman

Cincinnati, OH

Wells Fargo Branch

Anson Trent Harris

Bethesda, MD

Merrill Lynch Branch

Bradley Miller

Midvale, UT

Wells Fargo Branch

Samuel Bartoletta

Boca Raton, FL

Morgan Stanley Branch

Steve Livlanich

The Woodlands, TX

Morgan Stanley Branch

Jane Donnelly

Rockaway Park, NY

Edward Jones Independent

Centennial Financial Services

A financial advisory practice of Ameriprise Financial Services, LLC

Jeff Bank

Coral Springs, FL

Morgan Stanley Financial Institutions

Gavin Licht, CFP®

Meridian, ID

Wells Fargo Independent

Eileen Holzman, CLTC®, ChFC®, AIF®

Winchester, MA

Royal Alliance Independent

Kevin Lydon

Fort Lauderdale, FL

Morgan Stanley Branch

Joel Jerome Anderson, MBA

Pittsburgh, PA

Wells Fargo Independent

Bryan Harasty

Indianapolis, IN

Edward Jones Independent

Walker Heagney

New Haven, CT

Cetera Independent

Ashford Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Timothy Rudy, CMFC®
  • Joseph Pancerella

Reading, PA

Next Financial Group Independent

David King, MBA

Hurst, TX

Cetera Independent

Jim Craig

Atoka, TN

LPL Financial Independent

Jeremy Carver

Pensacola, FL

Edward Jones Independent

Michael Barry Lindsey

Canton, OH

Merrill Lynch Independent

Paul Ewing

Melbourne, FL

Morgan Stanley Branch

John Melo

Melbourne, FL

LPL Financial Independent

Trey Bruner, AAMS®

Aiken, SC

Edward Jones Independent

S&T Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

Zachary Evock

Dubois, PA

PNC Investments Financial Institutions

Mark Ward

Plymouth Meeting, PA

Janney Independent

McLellan Financial Services

A financial advisory practice of Ameriprise Financial Services, LLC

  • James McLellan
  • Blake McLellan

Rochester, MI

Cetera Independent

Rex Schneider, CRPC®

Portland, OR

Wells Fargo Independent

Peter Robert Giacona

Henderson, NV

J.P. Morgan Branch

Paul Terrey

Durham, NC

Wells Fargo Independent

Independent Investment Group

A financial advisory practice of Ameriprise Financial Services, LLC

Teresa Turner

Florence, AL

BBVA Securitie Financial Institutions

Clarence Marshall III

Mount Laurel, NJ

RBC Branch

Ameriprise Financial Institutions Group

A financial advisory practice of Ameriprise Financial Services, LLC

Eric Cutler Inge

Jupiter, FL

Asset Advisors of America Financial Institutions

John Stearns, CRC®

Corpus Christi, TX

Summit Brokerage Services Independent

Krystall Sanford, CFP®, CEPA®

Atlanta, GA

UBS Branch

Barrett Weldon Costello

Raynham, MA

LPL Financial Independent

Jon Schuttinga

Denison, IA

Edward Jones Independent

Andy Agree

Omaha, NE

Waddell & Reed Independent

Robert Richard Munoz, MBA, CFP®, CRPC®, CPA

Mesa, AZ

Merrill Lynch Branch

Francine Rubinstein

Boca Raton, FL

Securian Independent

Centennial Financial Services

A financial advisory practice of Ameriprise Financial Services, LLC

Pedro Escobar

Davie, FL

Wells Fargo Financial Institutions

Charlie Watts, LUTCF

San Antonio, TX

MML Investors Svcs Independent

Shane Hackney

Plano, TX

UBS Branch

Bo Stiles

Mount Pleasant, SC

Robert Baird Independent

Justin Myers, AAMS®

Liverpool, NY

Edward Jones Independent

Mark Cinotti

Paramus, NJ

Wells Fargo Independent

Anthony Giordano

Red Bank, NJ

LPL Financial Independent

Carrie Jo Exley, APMA®

Rochester, MN

Wells Fargo Independent

Nathan Salhus

Grants Pass, OR

LPL Financial Independent

Bob Heisterberg

Atlanta, GA

Stifel Independent

Michael Menefee, AWMA®

Hurst, TX

Wedbush Securities Independent

Travis William Terry, CPA

Salem, NH

H.D. Vest Independent

Joshua Strzelecki, CRPC®

Madison, WI

BMO Harris Independent

Greg Silva, CRC®, CFA

Middletown, RI

LPL Financial Independent

Charlie Salerno

Bellevue, WA

Royal Alliance Independent

Christopher Ravlin

Meridian, ID

Wells Fargo Independent

Connie Russell

Raleigh, NC

Wells Fargo Branch

Dustin Stull

 

Raymond James Independent

Davis De Montluzin

Palm Beach Gardens, FL

UBS Branch

Michael Tuell, AIF®

Bangor, ME

LPL Financial Independent

Adam Mulia

Bedford, NH

HSBC Securities Independent

Shelly Donovan

Fort Myers, FL

National Securities Corporation Branch

Keith Latimer

Milltown, NJ

The Investment Center Independent

Brett Bengtson

Arvada, CO

LPL Financial Independent

Jeffrey Windes

Metairie, LA

Stifel Independent

S&T Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

Bill Hecklick

Murrysville, PA

WesBanco Securities Financial Institutions

Ameriprise Financial Institutions Group

A financial advisory practice of Ameriprise Financial Services, LLC

Eric V Graves, AIF®, CRC®

Meridian, MS

Cetera Financial Institutions

Justin Matthew Rebman, CLU®, ChFC®, CASL®, CAP®

De Pere, WI

Northwestern Mutual Independent

Armando Merino, CFP®

Poughkeepsie, NY

AXA Advisors Independent

Anthony Fusaro

Huntington, NY

AXA Advisors Independent

Thomas Gonzalez

New York, NY

AXA Advisors Independent

Steven Kalmus, CFP®, CRPC®

Dallas, TX

USAA Financial Advisors Independent

Thomas Easow, CIMA®

Huntington, NY

AXA Advisors Independent
1 Source: 2020 Annual Report 10-K

Let's Talk

Call us confidentially at

866.806.9984

OR

Contact a recruiting director near you

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