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Brian Mora

CFP®, CRPC®, AWMA®
Regional Vice President

Headshot of Brian Mora
350 E. Las Olas Blvd, Suite 1700, Ft Lauderdale, FL 33301
19

Years with Firm

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.

94

Advisor Satisfaction Score

Advisor Satisfaction Score

The Advisor Satisfaction Score is the score on a scale of 1 (worst) to 5 (best) that a client with access to the Ameriprise Financial secure site may give his or her advisor at any time. The scores are averaged on a rolling 24-month period.

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

Local leadership team
  • Headshot of Quincy Jones

    Quincy Jones

    Regional Sales Director
    Responsibilities

    Quincy specializes in helping advisors drive practice results through new business opportunities. He is the primary point of contact for increasing assets and revenue through product solutions. Additionally, he works with advisors on strategies to move up market and go deep with their best clients.

  • Adam Hendrickson

    Adam Hendrickson

    Regional Sales Manager

    For advisors interested in growing their client acquisition business and improving their marketing strategies, Adam coaches advisors on how to incorporate a systematic marketing process within their practice. He helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media. To do this, Adam will focus on helping you consistently execute on a referral strategy, implement an effective client and prospect communication plan, and help you build your digital presence.

  • Headshot of Patton Hoffarth

    Patton Hoffarth

    Lead Regional Financial Advice Sales Consultant
    Responsibilities

    For advisors interested in growing their financial planning business, Patton works with advisors to create a systematic process for their practice. Patton 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.

  • Headshot of Trisha Weiler

    Trisha Weiler

    Regional Director of Operations
    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. 

  • Headshot of Jason Bailey

    Jason Bailey

    Complex Director
    Responsibilities

    Jason leads our Kansas City/ St. Louis complex. His hands-on approach to support includes plug-and-play monthly branch seminars, regular 1:1 consulting meetings, annual business planning, and a robust coaching program for advisors interested in practice growth, client acquisition, practice management, and advisory services.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. MN Permit #F-3872. 1491 Ameriprise Financial Center, Minneapolis, MN 55474.
Practice growth results not guaranteed.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.