CFP®, CRPC®
Complex Director
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
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.
Advisor Satisfaction Score
The Central Florida Complex is committed to helping our advisors grow their practice by offering the support they need in order to help their clients. The strength and stability of Ameriprise allows us the opportunity to provide our advisors with a robust marketing program to support client acquisition and year-over-year practice growth.
I am responsible for ensuring that advisors have access to resources to run and grow their practice. By combining the vision you establish for your practice with the support from my team and resources from Ameriprise, you'll have the opportunity to grow your practice and deepen client relationships over time.
My team and I will work with you to:
Jeremy leads our Sarasota branch. 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.
Chris leads our Tampa Bay branch. 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.
Adam assists in leading our Tampa Bay branch. 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.
Josh leads our Advisor Career Development program hub out of the Tampa Bay branch. The Advisor Career Development program supports you as you embark on a structured, three-year training experience to become a financial advisor, complete with mentorship and coaching from dedicated leaders who are invested in your success.
Wes 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.
Marcus 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.
Brandy is our staff leader across the Complex. She handles the operations of our business including budget, staff development, and investment analysis.
Paula leads the operational structure that supports achievement of business objectives for the Central Florida area and its advisors. She is responsible for the direct leadership of staff and spearheading experienced advisor recruit transitions. Paula works directly with employees, advisors and the branch manager in supporting the client relationship model and turnkey tools and strategies to assist advisors in servicing clients and growing their book.
Libby leads the operational structure that supports achievement of business objectives for the Tampa Bay branch and its advisors. She is responsible for the direct leadership of branch staff and spearheading experienced advisor recruit transitions. Libby works directly with employees, advisors and the branch manager in supporting the client relationship model and turnkey tools and strategies to assist advisors in servicing clients and growing their book.