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Joe Exner

CFP®
Regional Vice President, Ameriprise Advisor Group

Headshot of Joe Exner
5 Bedford Farms Drive, 3rd Floor, Bedford, NH 03110
20

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.

20

Years of Experience

Years of Experience

Prior to October 26, 2017, Years of Experience included time as an advisor with any firm, as well as time as an employee or business owner in the financial services industry. Any number entered after October 26, 2017 is required to represent the number of years since the advisor first became licensed to sell securities.

My territory

Northern States Region: Connecticut, Maine, Massachusetts, New Hampshire, Ohio, Western Pennsylvania, Rhode Island, West Virginia

How I work to support your success

As the Regional Vice President for the Ameriprise Advisor Group in the Northern States 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 2012, 2018
  • CFP® certification, 2007
  • Promoted to Officer, 2010

Other interests

  • Horse shows with my wife and daughters
  • Hockey, Golf, and Fitness

My Leadership Team
  • Headshot of Jennifer Newell

    Jennifer Newell

    Region Coordinator
    Responsibilities

    Jennifer provides administrative and operational support, and also coordinates meetings, training and seminars. Jennifer is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.

  • Headshot of Chris Guzikowski

    Chris Guzikowski

    Sr. Regional Director of Operations
    Responsibilities

    Chris 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 Jeff Montieth

    Jeff Montieth

    Complex Director, Boston
    Responsibilities

    Jeff 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.

  • Headshot of Stacy Thomson

    Stacy Thomson

    Complex Director, Connecticut
    Responsibilities

    Stacy is responsible for ensuring that advisors have access to resources to run and grow their practice. She accomplishes this by combining the vision you establish for your practice with the support from her team and resources from Ameriprise.

  • Headshot of Adam West

    Adam West

    Regional Sales Director
    Responsibilities

    Adam 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.

  • Headshot of Donna Merrell-Albritton

    Donna Merrell-Albritton

    Regional Sales Manager

    Donna 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.

  • Headshot of Drew Henry

    Drew Henry

    Financial Advice Sales Consultant
    Responsibilities

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

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.