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Dylana Hopler

CFP®, CRPC®
Complex Director

Headshot of Dylana Hopler
300 South Orange Ave, Ste 750 Orlando, FL 32801
17

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.

4.9

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

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.

How I work to support your success

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:

  • Transition your practice, providing customized support and best practices
  • Run your practice, knowing that support is available when needed
  • Leverage a broad array of products and services to best suit your practice and clients' needs
  • Optimize practice efficiencies to drive improved margins

Career highlights

  • On Wall Street Top 10 Branch Managers, 2017
  • Barron’s Top Women Advisors Summit, 2017
  • Ameriprise Circle of Success, 2008-2013
  • Ameriprise Outstanding Leader Award, 2010

Other interests

  • I enjoy spending time with my husband and our two boys
  • I look forward to our weekends at the beach, where I have the opportunity to relax and spend quality time with my friends and family.
  • My hobbies include reading and going for long runs

Local leadership team
  • Headshot of Matt Gliiam

    Matt Gilliam

    Branch Manager
    Responsibilities

    Matt leads our Clearwater 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.

  • Headshot of Santo Montalbano

    Santo Montalbano

    Branch Manager
    Responsibilities

    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.

  • Headshot of Jeremy St. Croix

    Jeremy St. Croix, AAMS®, APMA®, CRPC®

    Branch Manager
    Responsibilities

    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.

  • Headshot of Wesley Lacey

    Wesley Lacey, CFP®

    Regional Sales Director
    Responsibilities

    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.

  • Headshot of Brandy Hoiler

    Brandy Hoiler

    Sr. Field Operations Team Leader
    Responsibilities

    Brandy is our staff leader across the Complex. She handles the operations of our business including budget, staff development, and investment analysis.

  • Headshot of Paula Diaz

    Paula Diaz

    Operations Leader
    Responsibilities

    Paula is our staff leader across the Complex. She handles the operations of our business including budget, staff development, and investment analysis.

  • Marcus Holmberg

    Regional Sales Manager
    Responsibilities

    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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to 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, Inc., a registered investment adviser.