Brian Mora
CFP®, CRPC®, AWMA®
Regional Vice President, Ameriprise Advisor Group
- 350 E. Las Olas Blvd, Suite 1700, Ft Lauderdale, FL 33301
Years with Firm
Years with the Firm may include time with Ameriprise Financial as a financial advisor or in a supporting role, including as a field leader.Years with Firm
My territory
Central Region: Illinois, Missouri, Kansas, Iowa, Nebraska, Oklahoma, Colorado, Utah
How I work to support your success
As the Regional Vice President for the Ameriprise Advisor Group in the Central Region, I am focused on helping advisors in my region provide an outstanding client experience and achieve industry-leading growth for their practices, as well as recruiting new and high potential advisors to join the firm.
Career highlights
- Ameriprise Outstanding Leader Award, 2013, 2014, 2017 and 2019
- CFP® certification, 2007
- Ameriprise Community Impact Award nominee, 2013
Other interests
- Spending time with family
- Avid triathlete and runner
- Involved with Humane Society of Broward County and Chase Kowalski Memorial Fund
My Leadership Team
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Responsibilities
Zachary provides administrative and operational support, and also coordinates meetings, training and seminars. Zachary is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
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Responsibilities
Trisha creates and executes strategies that facilitate achievement of overall growth and the Region plan. Responsibilities include: strategic business planning and financial management; both direct and influential leadership of advisors, leaders, and staff across the region branch offices; and human resource leadership.
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Responsibilities
Jay is responsible for ensuring that advisors have access to resources to run and grow their practice. He accomplishes this by combining the vision you establish for your practice with the support from his team and resources from Ameriprise.
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Responsibilities
Dave is responsible for ensuring that advisors have access to resources to run and grow their practice. He accomplishes this by combining the vision you establish for your practice with the support from his team and resources from Ameriprise.
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Responsibilities
Jeanne specializes in helping advisors drive practice results through new business opportunities. She is the primary point of contact for increasing assets and revenue through product solutions. Additionally, she works with advisors on strategies to move up market and go deep with their best clients.
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Responsibilities
For advisors interested in growing their financial planning business, Chase works with advisors to create a systematic process for their practice. Chase helps identify how to engage clients/prospects in advice conversations and produce simplified deliverables to increase capacity and drive business through the financial planning client service model.