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 Tampa 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:
Santo leads our Tampa 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.
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.
Wes leads sales and coaching for the Complex. He is responsible for design and development of sales strategy based upon advisor needs including our High-Net Worth, Advice-for-Fee, and Practice Management coaching programs. Wes works with Dylana for our exclusive Practice Makeover Program, as well.
Brandy is our staff leader across the Complex. She handles the operations of our business including budget, staff development, and investment analysis.
Paula is our staff leader across the Complex. She handles the operations of our business including budget, staff development, and investment analysis.
Marcus leads sales and coaching for the Complex. He is responsible for design and development of sales strategy based upon advisor needs including our High-Net Worth, Advice-for-Fee, and Practice Management coaching programs. Marcus works with Dylana for our exclusive Practice Makeover Program, as well.