Brian Mora
- CFP®, CRPC®, AWMA®| Regional Vice President,
- Ameriprise Advisor Group
350 E. Las Olas Blvd, Suite 1700, Ft Lauderdale, FL 33301- 609.335.8844
- brian.j.mora@ampf.com
- Connect with me
- Hear from our advisors
20
Years with Firm See more information
Years with the Firm may include time with Ameriprise Financial as a financial advisor or in a supporting role, including as a field leader.
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
Upcoming Events:
7 Things No One Tells You About Retirement
Tuesday, April 30, 2024
Time: 6:30-7:30pm CT
Host:
Ameriprise Financial Services, LLC
Presenters:
Chris Gowe, Division Manager – Columbia Threadneedle Investments
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Economic/Market Outlook & Washington Update
Wednesday, July 31, 2024
Time: 6:30-7:30pm CT
Host:
Ameriprise Financial Services, LLC
Presenters:
Russell Price, VP AWM Chief Economist – Ameriprise Financial
Elizabeth Varley, SVP Federal Government Affairs - Ameriprise Financial
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Understanding Medicare – The Ins and Outs of Medicare Coverage
Tuesday, October 22, 2024
Time: 6:30-7:30pm CT
Host:
Ameriprise Financial Services, LLC
Presenters:
Jeff Dickin, Vice President, Business Consultant - John Hancock
My Leadership Team
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.
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.
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.
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.
Responsibilities
Hela 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.