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Manish Dave

Senior Vice President

The Personal Advisors Group

Recently Joined

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More than 4,000 financial advisors have joined Ameriprise since 20081 – what are you waiting for?

Advisor Name and Location

Former firm Channel

The Townsend Morgan Group

A financial advisory practice of Ameriprise Financial Services, Inc.

  • Tom Townsend, CFP®
  • Michele Morgan

Grand Blanc, MI

UBS Branch

Stiles, Miller & Clark Group

A financial advisory practice of Ameriprise Financial Services, Inc.

  • Craig Stiles, MBA
  • Gregory Miller
  • Nathan Clark, CPWA®, CRPC®

Lansing, MI

Merrill Lynch Branch

Larson Payne Larson Group

A private wealth advisory practice of Ameriprise Financial Services, Inc.

  • Rob Larson
  • Russell Payne
  • Tony Larson
  • Joseph DeZiel, MBA

Edina, MN

Wells Fargo Branch

First American Financial

A financial advisory practice of Ameriprise Financial Services, Inc.

  • Donald Delmonte, CFP®
  • Bill Eldridge

Tampa, FL

LPL Financial Independent

Samuel Vetas

Salt Lake City, UT

RBC Branch

The Overton Group

A financial advisory practice of Ameriprise Financial Services, Inc.

  • Stephen Overton, CFP®
  • Matthew Overton

Tampa, FL

Morgan Stanley Branch

Troy Aarthun, AAMS®, CRPC®

Bedford, NH

MML Investors Svcs Independent

Peter Smith

Tacoma, WA

Stifel Branch

Bob Ferraro

Canfield, OH

Stifel Independent

Cynthia Farnsworth, CFP®, CRPS®

Madison, WI

UBS Independent

Foundation Wealth Management

A financial advisory practice of Ameriprise Financial Services, Inc.

  • Ricardo Yanez
  • Lance Mackall
  • John Rodgers, MBA, CFP®
  • Cathie Joughin

Bakersfield, CA

Wells Fargo Independent

Steven Papakirk

Cincinnati, OH

Wells Fargo Clearing Services Branch

Barbaro, DeMartino & Tucker Group

A financial advisory practice of Ameriprise Financial Services, Inc.

  • Gregory Patrick Barbaro, CRPC®
  • Lou DeMartino
  • James Tucker, CFP®

Red Bank, NJ

Merrill Lynch Branch

Alan Willenbrock, CFA

Tucson, AZ

Morgan Stanley Branch

Marguerite Danaher

Lindenhurst, NY

LPL Financial Independent

Edmund Iannelli

Saddle Brook, NJ

Morgan Stanley Branch

Matthew Missimer, CFP®, CLU®, ChFC®, CASL®

Conshohocken, PA

Northwestern Mutual Branch

Lee Bosko, ChFC®, CLU®, CASL®

Holland, MI

Edward Jones Independent

Max DiSesa, CFP®, AAMS®

Poughkeepsie, NY

Not Affiliated Independent

Scott Tippins, CRPC®

Raleigh, NC

Wells Fargo Clearing Services Branch

Igor Feldman

Boca Raton, FL

Morgan Stanley Branch

Larry Margolin

Boca Raton, FL

Oppenheimer Branch

Tyler Clark

Dayton, OH

Morgan Stanley Branch

Michael Bucci

Greenwich, CT

MML Investors Svcs Branch

Norman Mejia

Boca Raton, FL

Morgan Stanley Branch

Patrick O'Brien, CRPC®

Putnam, CT

Voya Independent

Mohsen Babaeian

Woodland Hills, CA

Bankers Life Securities, Inc Branch

More recent hires 

1 Company data as of December 2019