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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

Paramount Financial Strategies

A financial advisory practice of Ameriprise Financial Services, LLC

  • Reb Bortz Jr, CFP®
  • Patrick Christian Bortz

Waukesha, WI

AXA Advisors Independent

Integrity Financial

A financial advisory practice of Ameriprise Financial Services, LLC

  • Bob Ross
  • Matt Caton
  • Terry Hagedorn

Independence, OH

Next Financial Group 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

Blumark Financial Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

  • Shannon Klug, ChFC®, CLU®, RHU®, RICP®, REBC®
  • James Clark, MBA, CFP®, ChFC®
  • Antonio DeSano, CFP®, AWMA®
  • David Drysdale
  • Henry Guzzo, CFP®, ChFC®, CLU®, REBC®
  • Jeffrey Marko
  • Mikaila Olsen
  • Christopher Reid
  • Mitchell Sovis, ChFC®, CLU®

Troy, MI

Royal Alliance Independent

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

Don Brough

Dublin, OH

Wells Fargo Branch

Lawrence Beshel

Florham Park, NJ

Wells Fargo Independent

Mitchell Rock

New York, NY

Wells Fargo Branch

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

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

Steward Concepts

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jason Driver, CFP®
  • Matthew Griffin

Rock Hill, SC

LPL Financial Financial Institutions

Tranquil Lakes Investment Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jason Hatch, AWMA®
  • Braden Pederson
  • Hela Anton

Madison, WI

Waddell & Reed Independent

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

Ross Perkins

Carmel, IN

UBS Branch

Southern Indiana Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jeff Schneider, AAMS®, CRPC®
  • Jennifer Wilkerson

Jasper, IN

Raymond James Independent

Steven Potter

Charleston, SC

Morgan Stanley Branch

Willson Financial

A financial advisory practice of Ameriprise Financial Services, LLC

  • Craig Willson
  • Chad Willson

Ogden, UT

UBS Independent

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

Gerald Di Chiara, MBA

New York, NY

Merrill Lynch Branch

Lev Davis Jr

Damariscotta, ME

Wells Fargo Independent

Chris McCulloch, CFP®

Tacoma, WA

First Command Financial Planning Independent

Jean Lucas

Melville, NY

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

Ashley Gagner

Fargo, ND

Wells Fargo Independent

Randall Sutton, CFP®

Houston, TX

Morgan Stanley Branch

James Glover, CFP®, AAMS®

Casper, WY

Edward Jones 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

Anthony Smith

Richmond, VA

Wells Fargo Branch

Covenant Wealth

A financial advisory practice of Ameriprise Financial Services, LLC

  • Bob Meyers, AAMS®
  • Thomas Hohbach

Frankfort, IL

LaSalle St. Securities 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

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

Kellie Jacques

Boston, MA

Wells Fargo Branch

Marty Mitchell, CRPC®

High Point, NC

LPL Financial Branch

Refik Agri

Owings Mills, MD

LPL Financial Independent

Jana Reddick

Henderson, NV

Morgan Stanley Branch

Ryan Riley

Lansing, MI

J.P. Morgan Branch

Lionheart Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

  • Anthony DeAngelo
  • Frank D'Erasmo
  • John Goulos

Jersey City, NJ

AXA Advisors Independent

Idaho Central Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

Chris Morin

Coeur D Alene, ID

LPL Financial Financial Institutions

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

Peter Heidt

Boca Raton, FL

Morgan Stanley Branch

Anthony Ghiglieri

Hauppage, NY

HSBC Securities Independent

Frank Gordon Jr

Red Bank, NJ

MML Investors Svcs Branch

Troy Malbon, AAMS®

Portland, ME

UBS Branch

David Fishman

Los Angeles, CA

Wells Fargo Branch

Eric Dupre

San Antonio, TX

Raymond James Independent

Carolyn Smith-Logiudice

Hauppage, NY

HSBC Securities 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

Jacob Mckelvey, CFP®, AWMA®, CRPC®

Duluth, GA

Wells Fargo Branch

Rebecca Junker

Richmond, TX

1st Global Independent

Alan Ray, CFP®

Columbia, MD

Raymond James Independent

Ronald Denova, CKA®, APMA®

Sandpoint, ID

LPL Financial Independent

Lawrence Sienkiewicz

Hauppage, NY

HSBC Securities Independent

Jeff Reis

Miamisburg, OH

Raymond James Branch

Nicholas Haussman

Cincinnati, OH

Wells Fargo Branch

Rob Reinike

Flowood, MS

Raymond James Independent

Anson Trent Harris

Bethesda, MD

Merrill Lynch Branch

Bradley Miller

Midvale, UT

Wells Fargo Branch

Nicholas Cerullo

Raleigh, NC

Merrill Lynch Branch

Samuel Bartoletta

Boca Raton, FL

Morgan Stanley Branch

Jane Donnelly

Rockaway Park, NY

Edward Jones Independent

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

Richard Manankil

Lakewood Ranch, FL

Wells Fargo Independent

Centennial Financial Services

A financial advisory practice of Ameriprise Financial Services, LLC

Chris Andrews

Fort Myers, FL

Wells Fargo Financial Institutions

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

Le Keough, CFP®, CFA®, CPA

Austin, TX

Raymond James Branch

Claire Fitz, CFP®, CDFA®

Hauppauge, NY

UBS Independent

Jim Craig

Atoka, TN

LPL Financial Independent

Jeremy Carver

Pensacola, FL

Edward Jones Independent

Paul J. Wolf, MS, CFP®, CLU®, ChFC®, MPASSM

York, ME

LPL Financial Independent

Michael Barry Lindsey

Canton, OH

Merrill Lynch Independent

Paul Ewing

Melbourne, FL

Morgan Stanley Branch

Ned Deane

Plymouth, MA

Winslow, Evans & Crocker Independent

John Melo

Melbourne, FL

LPL Financial Independent

Florin Bucutea

Boca Raton, FL

Wells Fargo 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

Sung Moo Cho

Hauppage, NY

Joseph Stone Capital Independent

Rex Schneider, CRPC®

Portland, OR

Wells Fargo Independent

Peter Robert Giacona

Henderson, NV

J.P. Morgan Branch

Ameriprise Financial Institutions Group

A financial advisory practice of Ameriprise Financial Services, LLC

Steven Lavergne

Pawtucket, RI

CUNA Brokerage Financial Institutions

Paul Terrey

Durham, NC

Wells Fargo Independent

Dane Wilson

Cleveland, OH

1st Global Independent

Jason Ice, CFP®

Cleveland, OH

1st Global Independent

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 Beninato, CDFA®

Red Bank, NJ

MML Investors Svcs Branch

Krystall Sanford, CFP®, CEPA®

Atlanta, GA

UBS Branch

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

Nick Ives

Savannah, GA

Edward Jones Independent

Francine Rubinstein

Boca Raton, FL

Securian Independent

Michael Rinaldo, CFP®, CDFA®, CRPS®

Florham Park, NJ

UBS 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

Justin Myers, AAMS®

Liverpool, NY

Edward Jones Independent

Kirk Miller

Mount Pleasant, SC

RBC 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

William Meloy, MBA, MST

Merrillville, IN

ProEquities Independent

Nathan Salhus

Grants Pass, OR

LPL Financial Independent

Bob Heisterberg

Atlanta, GA

Stifel Independent

Michael Menefee, AWMA®

Hurst, TX

Wedbush Securities 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

Clay Horan

Senatobia, MS

Raymond James Independent

Michael Teahan

Palm Beach Gardens, FL

Wells Fargo Branch

Christopher Ravlin

Meridian, ID

Wells Fargo Independent

Connie Russell

Raleigh, NC

Wells Fargo Branch

Bob McQuerry

Wichita Falls, TX

Raymond James Independent

Jordan Alborn, CFP®

Waterloo, IA

FSB Premier Wealth Management, Inc. (15898) Independent

Tresa Leftenant, CFP®

Bellevue, WA

LPL Financial Independent

Paolo Maressa Yamamoto, CRPS®

Las Vegas, NV

Morgan Stanley Branch

Davis De Montluzin

Palm Beach Gardens, FL

UBS Branch

Michael Tuell, AIF®

Bangor, ME

LPL Financial Independent

Adam Mulia

Bedford, NH

HSBC Securities Independent

John Goulos

Middleton, MA

Park Avenue Securities Branch

Shelly Donovan

Fort Myers, FL

National Securities Corporation Branch

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

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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