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Scott Cohen

CFP®, ChFC®, CFS®
Franchise Field Vice President

Headshot of Scott Cohen
200 Campus Drive, Suite 150 Florham Park, NJ 074932
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.

98%

Territory Retention Rate

Territory Retention Rate

Territory retention rate represents the percentage of financial advisors in the Field Vice President's territory who remained with Ameriprise Financial, during the previous calendar year.

My territory

New Jersey and Northeast Pennsylvania

Our Territory’s Mission Statement: To be the firm of choice for financial professionals who provide personalized advice, are energized by business ownership & equity, and value franchise growth through exceptional client service, high impact relationships, teamwork and community.

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 experience growth, equity ownership and success.

My team and I will work with you to:

  • Transition your practice, providing customized support and best practices
  • Operate with independence, knowing that support is available when needed
  • Drive practice value or equity
  • Leverage a broad array of products and services to best suit your practice and clients' needs

Career highlights:

  • Financial Advisor, 1994-2006
  • Advisor Coach & Field Leadership, Ameriprise Financial, 2006 - present
  • Ameriprise Outstanding Leader Award, 2010

Other interests:

  • Family — married with 2 children
  • Avid cyclist

Local leadership team
  • Headshot of Douglas Frank

    Douglas Frank

    Recruiting Director
    Responsibilities

    Douglas is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.

  • Headshot of Tiffani Childs

    Tiffani Childs

    Manager, Franchise Recruiting and Engagement
    Responsibilities

    Tiffani works closely with successful teams to help them to find and develop new talent; this includes support staff, associate financial advisors and experienced advisors wanting to join a team. She also works with new advisors joining our firm to guide them through a successful transition and onboard process. Tiffani is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.

  • Headshot of Debi Biekkola

    Debi Biekkola

    Regional Sales Director
    Responsibilities

    Debi 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 Brian Boyer

    Brian Boyer

    Senior Regional Sales Manager
    Responsibilities

    For advisors interested in growing their client acquisition business and improving their marketing strategies, Brian 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, Brian 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 Alex Montoya

    Alex Montoya

    Senior Regional Sales Manager
    Responsibilities

    For advisors interested in growing their client acquisition business and improving their marketing strategies, Alex 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, Alex 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.

  • Bridget Jenkins

    Senior Territory Coordinator
    Responsibilities

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

  • Headshot of Anita Karnatz

    Anita Karnatz, CRPC®

    Lead Regional Financial Advice Sales Consultant
    Responsibilities

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

    Brandon Bardal

    Support Regional Financial Advice Sales Consultant
    Responsibilities

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

    Armando Mejia

    Support Regional Financial Advice Sales Consultant
    Responsibilities

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

    John Kreuser

    Installation Manager
    Responsibilities

    John helps practices create efficiencies by utilizing technology, integrating tools, and implementing repeatable and consistent business processes.

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.