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Manish Dave

Senior Vice President

The Personal Advisors Group

Recently Joined

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Welcome new colleagues

Ameriprise has continued to attract experienced, productive advisors, with approximately 1,700 joining the firm in the last 5 years1 – what are you waiting for?

Advisor Name and Location Former firm Channel

Integrity Financial

A financial advisory practice of Ameriprise Financial Services, LLC

  • Bob Ross
  • Matt Caton
  • Terry Hagedorn

Independence, OH

Next Financial Group Independent

Moss, Campbell & Associates

A financial advisory practice of Ameriprise Financial Services, LLC

  • David Moss
  • Jay Campbell, APMA®

Houston, TX

Merrill Lynch Branch

Blumark Financial Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

  • Shannon Klug, ChFC®, CLU®, RHU®, RICP®, REBC®
  • James Clark, MBA, CFP®, ChFC®
  • Antonio DeSano, CFP®, AWMA®
  • David Drysdale
  • Henry Guzzo, CFP®, ChFC®, CLU®, REBC®
  • Jeffrey Marko
  • Mikaila Olsen
  • Christopher Reid
  • Mitchell Sovis, ChFC®, CLU®

Troy, MI

Royal Alliance Independent

Derek Mears, MBA, CFP®, CIMA®, CKA®

Daytona Beach, FL

Morgan Stanley Branch

Don Brough

Dublin, OH

Wells Fargo Branch

Mitchell Rock

New York, NY

Wells Fargo Branch

Ameriprise Financial Institutions Group

A financial advisory practice of Ameriprise Financial Services, LLC

David Melnyk

Longwood, FL

Asset Advisors of America Financial Institutions

Southern Indiana Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jeff Schneider, AAMS®, CRPC®
  • Jennifer Wilkerson

Jasper, IN

Raymond James Independent

Chad Nyitray, ChFC®, CLU®

Ann Arbor, MI

AXA Advisors Independent

Anthony Smith

Richmond, VA

Wells Fargo Branch

Covenant Wealth

A financial advisory practice of Ameriprise Financial Services, LLC

  • Bob Meyers, AAMS®
  • Thomas Hohbach

Frankfort, IL

LaSalle St. Securities Independent

Cheryl Dyer, CFP®

Medford, OR

Cetera Independent

Stephen Coleman, CFP®

Raleigh, NC

Wells Fargo Branch

Herb Hollender

Middleton, MA

UBS Branch

Lionheart Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

  • Anthony DeAngelo
  • Frank D'Erasmo
  • John Goulos

Jersey City, NJ

AXA Advisors Independent

Idaho Central Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

Chris Morin

Coeur D Alene, ID

LPL Financial Financial Institutions

Frank Gordon Jr

Red Bank, NJ

MML Investors Svcs Branch

Carolyn Smith-Logiudice

Hauppage, NY

HSBC Securities Independent

Rebecca Junker

Richmond, TX

1st Global Independent

Lawrence Sienkiewicz

Hauppage, NY

HSBC Securities Independent

Jeff Reis

Miamisburg, OH

Raymond James Branch

Anson Trent Harris

Bethesda, MD

Merrill Lynch Branch

Nicholas Cerullo

Raleigh, NC

Merrill Lynch Branch

Richard Manankil

Lakewood Ranch, FL

Wells Fargo Independent

Centennial Financial Services

A financial advisory practice of Ameriprise Financial Services, LLC

Chris Andrews

Fort Myers, FL

Wells Fargo Financial Institutions

Claire Fitz, CFP®, CDFA®

Hauppauge, NY

UBS Independent

Paul J. Wolf, MS, CFP®, CLU®, ChFC®, MPASSM

York, ME

LPL Financial Independent

Paul Ewing

Melbourne, FL

Morgan Stanley Branch

Florin Bucutea

Boca Raton, FL

Wells Fargo Independent

Sung Moo Cho

Hauppage, NY

Joseph Stone Capital Independent

Ameriprise Financial Institutions Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Steven Lavergne
  • Luis Hernandez

Pawtucket, RIMcallen, TX

CUNA Brokerage Financial Institutions

John Beninato, CDFA®

Red Bank, NJ

MML Investors Svcs Branch

Robert Richard Munoz, MBA, CFP®, CRPC®, CPA

Mesa, AZ

Merrill Lynch Branch

Michael Rinaldo, CFP®, CDFA®, CRPS®

Florham Park, NJ

UBS Independent

Kirk Miller

Mount Pleasant, SC

RBC Independent

William Meloy, MBA, MST

Merrillville, IN

ProEquities Independent

Charlie Salerno

Bellevue, WA

Royal Alliance Independent

Michael Teahan

Palm Beach Gardens, FL

Wells Fargo Branch

Bob McQuerry

Wichita Falls, TX

Raymond James Independent

Jordan Alborn, CFP®

Waterloo, IA

FSB Premier Wealth Management Independent

Tresa Leftenant, CFP®

Bellevue, WA

LPL Financial Independent

Paolo Maressa Yamamoto, CRPS®

Las Vegas, NV

Morgan Stanley Branch

Mark Giffin Morrison

Scarborough, ME

Edward Jones Independent

Steve Sultan

Liverpool, NY

Northwestern Mutual Independent

Kurt Douglas Sharp

Shakopee, MN

Wells Fargo Independent

Scott Kreischer

Downers Grove, IL

Edward Jones Independent

Ellie Tobin Stubbs

Barre, VT

TIAA - CREF Independent

John Goulos

Middleton, MA

Park Avenue Securities Branch

Jackie Antone

Portage, MI

Wells Fargo Independent

Joseph Mondell, CFP®, AIF®, CPWA®

Owings Mills, MD

Raymond James Independent

David Farago

Augusta, ME

Edward Jones Independent

Allison Taylor

Vienna, VA

Oppenheimer Independent

John Boudreaux

Lafayette, LA

Lincoln Financial Advisors Independent

Carl Ekstrom, CFP®

De Pere, WI

TD Ameritrade Independent

Kristie Passavant

Huntsville, AL

Cetera Independent

Greg Shadow

Missoula, MT

Royal Alliance Independent

Kelsey Lovett

Mobile, AL

OneAmerica Securities Independent

Andrew Goodman

New York, NY

MML Investors Svcs Independent

Aron Mestel

Jericho, NY

Pruco Securities Independent

Austin Green

Metairie, LA

Morgan Stanley Independent

Ameriprise Financial Institutions Group

A financial advisory practice of Ameriprise Financial Services, LLC

Bekka Benjamin

Pawtucket, RI

CUNA Brokerage Financial Institutions

Don Raymond

 

TIAA - CREF Independent

Mahyar Mohammadzadeh

Woodland Hills, CA

Bankers Life Securities Branch

Bruce Garetto, CFP®

Medford, OR

Cetera Independent

Adam Saffar

Middleton, WI

Morgan Stanley Branch

More recent hires 

Source: 2020 Annual Report 10-K