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More than 4,000 financial advisors have joined Ameriprise since 20081 – what are you waiting for?

Advisor Name and Location Former firm Channel

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

Stiles, Miller & Clark Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Craig Stiles, MA
  • Gregory Miller
  • Nathan Clark, CPWA®, CRPC®

Lansing, MI

Merrill Lynch 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

Larson Payne Larson Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Rob Larson
  • Russell Payne
  • Tony Larson
  • Joseph DeZiel, MBA

Edina, MN

Wells Fargo Branch

The Bloomer Fedenia Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jon Bloomer
  • Ross Fedenia, CFP®

Middleton, WI

UBS 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

Thomas Townsend, CFP®

Grand Blanc, MI

UBS Branch

Idaho Central Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

 

  • Robert Wilson
  • Rock Wilson

Boise, ID

LPL Financial Financial Institutions

Foundation Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

  • Rick Yanez
  • Lance Mackall
  • John Rodgers, MBA, CFP®
  • Cathie Joughin

Bakersfield, CA

Wells Fargo 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

First American Financial

A financial advisory practice of Ameriprise Financial Services, LLC

  • Don Delmonte, CFP®, ChFC®
  • Bill Eldridge, CLU®, ChFC®

Marlton, NJ

LPL Financial Independent

Jeffery Malcolm Davis

Plano, TX

Morgan Stanley Branch

Joan Seidel

Los Angeles, CA

Morton Seidel & Company Independent

Barbaro, DeMartino & Tucker Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Gregory Barbaro, CRPC®
  • Lou DeMartino
  • James Tucker, CFP®

Red Bank, NJ

Merrill Lynch Branch

Baker Phillips Wealth Management Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Joshua Baker
  • Shane Phillips

Bellevue, WA

Merrill Lynch Branch

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

James Berston

Reno, NV

Edward Jones Branch

Samuel Vetas

Salt Lake City, UT

RBC Branch

The Overton Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Stephen Overton, CFP®
  • Matthew Overton

Tampa, FL

Morgan Stanley Branch

Troy Aarthun, AAMS®, CRPC®

Bedford, NH

MML Investors Svcs Independent

Ross Perkins

Carmel, IN

UBS Branch

Peter Smith

Tacoma, WA

Stifel Branch

Norman Robbins

Boca Raton, FL

Summit Brokerage Services Branch

Bruce Higgison

Saddle Brook, NJ

Wells Fargo Independent

Ferraro, Ross and Associates

A financial advisory practice of Ameriprise Financial Services, LLC

  • Robert Ferraro
  • Diane Ross

Canfield, OH

Stifel 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

Cynthia Farnsworth, CFP®, CRPS®

Madison, WI

UBS Independent

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

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

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

John McLaughlin

Olean, NY

Stifel Independent

Steven Papakirk

Cincinnati, OH

Wells Fargo Branch

The Schneider Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Mark Schneider
  • Nicholas Schneider

Farmington Hills, MI

Wells Fargo 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

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

Divisha Kapur, ChFC®

Bingham Farms, MI

Hantz Financial 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

Brent Smith, CRPS®

Orlando, FL

Morgan Stanley Branch

Gary Symansky

Hauppage, NY

Wells Fargo Independent

Alan Willenbrock, CFA

Tucson, AZ

Morgan Stanley Branch

Marguerite Danaher

Lindenhurst, NY

LPL Financial Independent

Matt Peacock

Pensacola, FL

Edward Jones Independent

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

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

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

Edmund Iannelli

Saddle Brook, NJ

Morgan Stanley Branch

Eileen Holzman, CLTC®, ChFC®, AIF®

Winchester, MA

Royal Alliance Independent

Joel Jerome Anderson, MBA

Pittsburgh, PA

Wells Fargo Independent

Matthew Missimer, CFP®, CLU®, ChFC®, CASL®

Conshohocken, PA

Northwestern Mutual Branch

Bryan Harasty

Indianapolis, IN

Edward Jones Independent

David King, MBA

Hurst, TX

Cetera Independent

Peter Kettle, MBA

New York, NY

Morgan Stanley Independent

Michael Barry Lindsey

Canton, OH

Merrill Lynch Independent

Frank Fiore

New York, NY

Merrill Lynch Independent

John Melo

Melbourne, FL

LPL Financial Independent

Max DiSesa, CFP®, AAMS®

Poughkeepsie, NY

Not Affiliated Independent

Jeffrey Lamb

Woodridge, IL

Merrill Lynch Independent

Ralph Labriola

Plymouth, MA

Stifel Independent

Scott Tippins, CRPC®

Raleigh, NC

Wells Fargo Branch

Igor Feldman

Boca Raton, FL

Morgan Stanley Branch

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

Lawrence Margolin

Boca Raton, FL

Oppenheimer Branch

Paul Terrey

Durham, NC

Wells Fargo Independent

Tyler Clark

Dayton, OH

Morgan Stanley Branch

Independent Investment Group

A financial advisory practice of Ameriprise Financial Services, LLC

Teresa Turner

Florence, AL

BBVA Securitie Financial Institutions

Stephen Gesualdi

Wakefield, MA

UBS 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 Stearns, CRC®

Corpus Christi, TX

Summit Brokerage Services Independent

Barrett Weldon Costello

Raynham, MA

LPL Financial Independent

Andy Agree

Omaha, NE

Waddell & Reed Independent

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

Shane Hackney

Plano, TX

UBS Branch

Bo Stiles

Mount Pleasant, SC

Robert Baird Independent

Justin Myers, AAMS®

Liverpool, NY

Edward Jones Independent

Michael Bucci

Greenwich, CT

MML Investors Svcs Branch

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

Norman Mejia

Boca Raton, FL

Morgan Stanley Branch

Travis William Terry, CPA

Salem, NH

H.D. Vest Independent

Greg Silva, CRC®, CFA

Middletown, RI

LPL Financial Independent

Christopher Ravlin

Meridian, ID

Wells Fargo Independent

Connie Russell

Raleigh, NC

Wells Fargo Branch

Dustin Stull

 

Raymond James Independent

Patrick O'Brien, CRPC®

Putnam, CT

Voya Independent

Alfredo Seirotti, AAMS®

Atlanta, GA

Merrill Lynch Branch

Conner Smith, AAMS®

Wichita, KS

Edward Jones Independent

Michael Tuell, AIF®

Bangor, ME

LPL Financial Independent

Aaron Troup

 

Raymond James Independent

Katherine Cerdeira

Colts Neck, NJ

Wells Fargo Independent

E Justin Simone

Providence, RI

Merrill Lynch Branch

Shelly Donovan

Fort Myers, FL

National Securities Corporation Branch

Keith Latimer

Milltown, NJ

The Investment Center Independent

S&T Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

Allan Thompson

Lancaster, PA

Wells Fargo Financial Institutions

Republic Financial Services

A financial advisory practice of Ameriprise Financial Services, LLC

Matthew Kooperman

Lincolnwood, IL

Edward Jones Financial Institutions

Jeffrey Windes

Metairie, LA

Stifel Independent

Carl Bailey

Seattle, WA

AXA Advisors Independent

S&T Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

Bill Hecklick

Murrysville, PA

WesBanco Securities Financial Institutions

Bill Hannan

Murfreesboro, TN

Raymond James Independent

Ron Wilhelm

Lincoln, NE

MML Investors Svcs Independent

Ameriprise Financial Institutions Group

A financial advisory practice of Ameriprise Financial Services, LLC

Eric V Graves, AIF®, CRC®

Meridian, MS

Cetera Financial Institutions

Eugene Gallagher III, CFP®, AAMS®

Fairfield, NJ

Raymond James Independent

Brian James Maciejewski

Green Bay, WI

CUSO Financial Services Independent

Jacob Holland, CFP®

Madisonville, KY

U.S. Bancorp Independent

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

De Pere, WI

Northwestern Mutual Independent

Michelle Hobart

Fairfield, CT

Citizens Securities Independent

Art Felix

Aliso Viejo, CA

J.P. Morgan Independent

Lisa Sherman, CFP®

New City, NY

National Securities Corporation Independent

Stefan Sabbagh, CRPC

Windsor, CT

Voya Independent

Gabriel Sakellaridis

New York, NY

Pruco Securities Independent

Armando Merino, CFP®

Poughkeepsie, NY

AXA Advisors Independent

Tyler Richter, APMA®

Bismarck, ND

Morgan Stanley Independent

Anthony Fusaro

Huntington, NY

AXA Advisors Independent

Andy Haskell, CFP®

Little Falls, MN

Commonwealth Financial Independent

Barry McCauliff

Shippenville, PA

Nationwide Securities Independent

Thomas Gonzalez

New York, NY

AXA Advisors Independent

Cade Babineaux, APMA®

Thibodaux, LA

Wells Fargo Independent

James Curtis Beachum III

Farmington Hills, MI

Merrill Lynch Independent

Chance Stevens Coda

Grand Rapids, MI

GWN Securities Inc. Branch

Kevin Linn

Davenport, IA

Principal Securities Independent

Barry Courson

Pittsburgh, PA

Citizens Securities Independent

Steven Kalmus, CFP®, CRPC®

Dallas, TX

USAA Financial Advisors Independent

James Tipper Sears

Shelton, CT

CUSO Financial Services Independent

Dennis Lott

Orange Park, FL

J.W. Cole Financial Independent

Paul Richards

Cary, NC

Edward Jones Independent

Adam Tabak

Edinburg, TX

Merrill Lynch Independent

Andrew Hale

Meridian, ID

Edward Jones Independent

David Smith, APMA®

Schaumburg, IL

Edward Jones Independent

Eric Robinson

Granger, IN

Pruco Securities Independent

Terry Rogers

Cordova, TN

Securian Independent

Ben Tuck

Dublin, VA

NYLIFE Securities Independent
1 Company data as of November 2020

Let's Talk

Call us confidentially at

866.806.9984

OR

Contact a recruiting director near you