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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, CFPо, AWMAо
  • Ryan Dragstrem, CFPо, CMFCо
  • Michael Chong, MBA

Lisle, IL

LPL Financial Independent

Multi Generation Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

  • Richard Weiner, CFPо
  • Ross Weiner
  • Mary Ann Giaimo

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

Wells Fargo Branch

The Armieri Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Robert Armieri
  • Eugene Armieri

Mitchel Field, NY

Morgan Stanley Branch

Joseph Yapaola, CFPо

Redwood Shores, CA

Wells Fargo Branch

Bryant, Humphrey Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

  • Nicholas Bryant
  • Chris Humphrey

Akron, OH

UBS Branch

The Bloomer Fedenia Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jon Bloomer
  • Ross Fedenia, CFPо

Middleton, WI

UBS Branch

The Guidry Retirement Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Scott Guidry, CRCо
  • Robyn Guidry
  • Garrett Leroux, CFPо

New Orleans, LA

Wells Fargo Branch

Kimberly Latimer, CFPо

Houston, TX

Merrill Lynch Branch

Integrity Financial

A financial advisory practice of Ameriprise Financial Services, LLC

  • Bob Ross
  • Matt Caton
  • Terry Hagedorn

Independence, OH

Next Financial Group Independent

Moss, Campbell & Associates

A financial advisory practice of Ameriprise Financial Services, LLC

  • David Moss
  • Jay Campbell, APMAо

Houston, TX

Merrill Lynch Branch

Blumark Financial Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

  • Shannon Klug, ChFCо, CLUо, RHUо, RICPо, REBCо
  • James Clark, MBA, CFPо, ChFCо
  • Antonio DeSano, CFPо, AWMAо
  • David Drysdale
  • Henry Guzzo, CFPо, ChFCо, CLUо, REBCо
  • Jeffrey Marko
  • Mikaila Olsen
  • Christopher Reid
  • Mitchell Sovis, ChFCо, CLUо

Troy, MI

Royal Alliance Independent

Crosstown Financial Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

  • Christopher Forbes
  • Thomas Morrissy, CFPо
  • Dave Servatius

Sugar Grove, IL

Waddell & Reed Independent

Derek Mears, MBA, CFPо, CIMAо, CKAо

Daytona Beach, FL

Morgan Stanley Branch

Don Brough

Dublin, OH

Wells Fargo Branch

The Albanese/Kennedy Bruce Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jim Albanese
  • Linda Bruce

Middleton, MA

Morgan Stanley Branch

Lawrence Beshel

Florham Park, NJ

Wells Fargo Independent

Mitchell Rock

New York, NY

Wells Fargo 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, CFPо
  • Andrew West, AIFо
  • Laura Cook, CFPо

Travelers Rest, SC

Raymond James Independent

Steward Concepts

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jason Driver, CFPо
  • Matthew Griffin

Rock Hill, SC

LPL Financial Financial Institutions

Tranquil Lakes Investment Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jason Hatch, AWMAо
  • 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

Christopher Thompson, CFPо

Jacksonville, FL

Wells Fargo Branch

Ross Perkins

Carmel, IN

UBS Branch

Southern Indiana Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jeff Schneider, AAMSо, CRPCо
  • Jennifer Wilkerson

Jasper, IN

Raymond James Independent

Steven Potter

Charleston, SC

Morgan Stanley Branch

Ryan Thompson, MBA, CFPо

Shreveport, LA

Morgan Stanley Independent

Reynolds & Reynolds Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Don Reynolds
  • Don C Reynolds III

Fort Worth, TX

RBC Branch

Third Coast Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

John Bunch

Kingwood, TX

J.P. Morgan Financial Institutions

Gerald Di Chiara, MBA

New York, NY

Merrill Lynch Branch

Lev Davis Jr

Damariscotta, ME

Wells Fargo Independent

Chris McCulloch, CFPо

Tacoma, WA

First Command Financial Planning Independent

Jean Lucas

Melville, NY

Wells Fargo Branch

Jason Williams

Richmond, VA

BB&T Securities Independent

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

Mark Abadir

Red Bank, NJ

Merrill Lynch Branch

Randall Sutton, CFPо

Houston, TX

Morgan Stanley Branch

James Glover, CFPо, AAMSо

Casper, WY

Edward Jones Independent

Chad Nyitray, ChFCо, CLUо

Ann Arbor, MI

AXA Advisors Independent

Alexis Lenssen, CFPо

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, AAMSо
  • Thomas Hohbach

Frankfort, IL

LaSalle St. Securities Independent

Bill Swisher

Dallas, TX

Morgan Stanley Branch

Cheryl Dyer, CFPо

Medford, OR

Cetera Independent

Barry McCarthy

Blue Bell, PA

Wells Fargo Independent

Kevin Osterberger

Boca Raton, FL

UBS Independent

Stephen Coleman, CFPо

Raleigh, NC

Wells Fargo Branch

Herb Hollender

Middleton, MA

UBS Branch

David Poole, AAMSо

Davenport, IA

Wells Fargo Independent

Michelle Harf-Grim, CRPCо

Hunt Valley, MD

Wells Fargo Branch

Paul Saitta

Greenwich, CT

Neuberger Berman Branch

Travis Knapp

Austin, TX

Morgan Stanley Branch

Southern Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

Domenico Mastropierro

Cape Girardeau, MO

Cetera Financial Institutions

Refik Agri

Owings Mills, MD

LPL Financial Independent

Robert Lenz

Scottsdale, AZ

Morgan Stanley Branch

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

Brandon Harris

Reno, NV

Stifel 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

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, AAMSо

Portland, ME

UBS Branch

David Fishman

Los Angeles, CA

Wells Fargo Branch

Doug Bowers

Vienna, VA

Spire Securities Branch

Mark Rizzo, CFPо

Mansfield, MA

Lincoln Investment Independent

Marc Gendell

Atlanta, GA

UBS Branch

Carolyn Smith-Logiudice

Hauppage, NY

HSBC Securities Independent

Robert Gargiulo, CFPо, CLUо, CRPCо, CRPSо

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, CFPо

Buffalo, NY

Merrill Lynch Independent

Jacob Mckelvey, CFPо, AWMAо, CRPCо

Duluth, GA

Wells Fargo Branch

Rebecca Junker

Richmond, TX

1st Global Independent

Ronald Denova, CKAо, APMAо

Sandpoint, ID

LPL Financial Independent

Lawrence Sienkiewicz

Hauppage, NY

HSBC Securities Independent

Chris Housley

Mesa, AZ

Wells Fargo Branch

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

Nicholas Cerullo

Raleigh, NC

Merrill Lynch Branch

Claire Soja

Boston, MA

Winslow, Evans & Crocker Branch

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

Kevin Tefft, MBA

Tacoma, WA

Wells Fargo Branch

Ashford Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Timothy Rudy, CMFCо
  • Joseph Pancerella

Reading, PA

Next Financial Group Independent

David King, MBA

Hurst, TX

Cetera Independent

Michael Duane Rott, ChFCо

Hiawatha, IA

Securian Independent

Le Keough, CFPо, CFAо, CPA

Austin, TX

Raymond James Branch

Qualified Advisory Group

A financial advisory practice of Ameriprise Financial Services, LLC

Frank Babashak, CFPо, AIFо

Bethlehem, PA

LPL Financial Financial Institutions

Claire Fitz, CFPо, CDFAо

Hauppauge, NY

UBS Independent

Jim Craig

Atoka, TN

LPL Financial Independent

Jeremy Carver

Pensacola, FL

Edward Jones Independent

Paul J. Wolf, MS, CFPо, CLUо, ChFCо, MPASSM

York, ME

LPL Financial 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, AAMSо

Aiken, SC

Edward Jones Independent

Wyatt Holtz

Grand Forks, ND

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

Sung Moo Cho

Hauppage, NY

Joseph Stone Capital Independent

Lynn Van Moppes

Seattle, WA

Oppenheimer Branch

Rex Schneider, CRPCо

Portland, OR

Wells Fargo Independent

Marie Peele, CFPо

Greenville, NC

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, CFPо

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, CDFAо

Red Bank, NJ

MML Investors Svcs Branch

Krystall Sanford, CFPо, CEPAо

Atlanta, GA

UBS Branch

Jon Schuttinga

Denison, IA

Edward Jones Independent

Robert Richard Munoz, MBA, CFPо, CRPCо, CPA

Mesa, AZ

Merrill Lynch Branch

Nick Ives

Savannah, GA

Edward Jones Independent

Michael Rinaldo, CFPо, CDFAо, CRPSо

Florham Park, NJ

UBS Independent

Robert Dunkley

Osterville, MA

Merrill Lynch Branch

Charlie Watts, LUTCF

San Antonio, TX

MML Investors Svcs Independent

Justin Myers, AAMSо

Liverpool, NY

Edward Jones Independent

Kirk Miller

Mount Pleasant, SC

RBC Independent

Matthew Catron, CRPCо

Houston, TX

Merrill Lynch Branch

Michael Ford, MBA, AAMSо

Tuscaloosa, AL

Raymond James Independent

Mark Cinotti

Paramus, NJ

Wells Fargo Independent

Anthony Giordano

Red Bank, NJ

LPL Financial Independent

William Meloy, MBA, MST

Merrillville, IN

ProEquities Independent

Bob Heisterberg

Atlanta, GA

Stifel Independent

Evan L. Wolk, APMAо, CRPCо

Boca Raton, FL

KMS Financial Services Independent

Michael Menefee, AWMAо

Hurst, TX

Wedbush Securities Independent

Joshua Strzelecki, CRPCо

Madison, WI

BMO Harris 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

Idaho Central Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

Jennifer Foster

Meridian, ID

U.S. Bancorp Financial Institutions

Jordan Alborn, CFPо

Waterloo, IA

FSB Premier Wealth Management, Inc. (15898) Independent

Tresa Leftenant, CFPо

Bellevue, WA

LPL Financial Independent

Paolo Maressa Yamamoto, CRPSо

Las Vegas, NV

Morgan Stanley Branch

Davis De Montluzin

Palm Beach Gardens, FL

UBS Branch

Kevin Ragon, CRPSо, CRPCо, AAMSо

Phoenix, AZ

Wells Fargo Branch

Michael Tuell, AIFо

Bangor, ME

LPL Financial 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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