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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

1879 Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Michael Collins, CFP®
  • Thomas Cortese
  • Bryan Covert
  • Peter Dedel
  • James Loehle
  • Nicholas Loehle
  • Richard Kersting
  • Tyler Palumbo, CFP®
  • Bette Ellen Weiss

Goshen, NY, Saddle Brook, NJ, White Plains, NY,

Bruderman Brothers Independent

Golden Circle Financial Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Stephen Butts
  • Jeff Bercaw, AAMS®

Lubbock, TX

Momentum Independent Network Independent

Christensen Wealth Advisory Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jeremy Christensen
  • Bruce Olson
  • Tony Tsakakis

Edina, MN

Wells Fargo Branch

David Baum

Milwaukee, WI

Wells Fargo Independent

Rany Janover

Boca Raton, FL

Wells Fargo Branch

SRP Retirement & Investment Services

A financial advisory practice of Ameriprise Financial Services, LLC

  • Kevin Eidell, CRPC®

Evans, GA

CUNA Brokerage Services Financial Institutions

Vincent Gianatasio

Scarsdale, NY

Cadaret, Grant & Co Independent

Dodie Gildea

Peoria, AZ

Edward Jones Independent

Katie Millar

Joliet, IL

Wells Fargo Independent

Stephen Messerly

Lancaster, OH

Stifel Independent

Lee Turmail

Boca Raton, FL

Wells Fargo Branch

Jesse Miles

Boca Raton, FL

Wells Fargo Branch

Susie McDougal

Hobart, WI

Wells Fargo Independent

Gregory Miseyko

Boca Raton, FL

Merrill Lynch Branch

John Cech

Carmel, IN

Wells Fargo Branch

Mark McDonald

Carmel, IN

Wells Fargo Branch

Steven Nease

Reno, NV

Edward Jones Branch

Alan Goldfarb

Oklahoma City, OK

Hilltop Securities Independent

Michael McTigue

Portland, ME

Wells Fargo Branch

Dave Brown

New Haven, CT

Raymond James Branch

Paul Ippolito

New Orleans, LA

Wells Fargo Branch

Steve Judy

The Woodlands, TX

Wells Fargo Branch

North Island Credit Union Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

Stephen Geribo

La Mesa, CA

Independent Financial Group Financial Institutions

Richard Chang

Irvine, CA

HSBC Securities Branch

Steve Bowman

Grand Rapids, MI

Wells Fargo Branch

Mike E Mollica

Orlando, FL

LPL Financial Branch

Robert Gutner

Palm Beach Gardens, FL

Wells Fargo Branch

Frank Perez, CFP®

Coral Gables, FL

Merrill Lynch Branch

Brad Lemmon

San Antonio, TX

Edward Jones Branch

Robert Meuser

Center Valley, PA

Wells Fargo Branch

Jeff Bercaw, AAMS®

Greensboro, NC

Edward Jones Independent

Corey Schepper

Keego Harbor, MI

First Allied Securities Independent

Jeffrey Smith

Farmington Hills, MI

Wells Fargo Branch

Gary Lutwen

Irvine, CA

Wells Fargo Branch

Grant Odelberg

Grand Junction, CO

Wells Fargo Independent

Javier Cabral

Greenwich, Ct

David Lerner Associates Branch

Roland Cook

Flagstaff, AZ

J.P. Morgan Independent

Dean Volain

New Haven, CT

Raymond James Branch

Donnie Golson

Atlanta, GA

Wells Fargo Branch

James Donahue

Hurst, TX

Goldman Sachs Independent

Marcus Ford

Gainesville, FL

PNC Investments Independent

Greg Hyde

Atlanta, GA

Edward Jones Branch

Jeff Clarke

Myrtle Beach, SC

Principal Securities Independent

Steven Dahlquist

Sarasota, FL

Securities America Branch

Monnarae Fraim

Wilmington, DE

Next Financial Group Independent

Bryan Ludwig, CFP®, CRPC®

Roseville, CA

Wells Fargo Branch

Vicky Robinson

Carroll, IA

Avantax Investment Services Independent

Paul Shah

Sugar Land, TX

Morgan Stanley Branch

Eric Moreira, CRPC®

Mystic, CT

Citizens Securities Independent

Jessica Maureen Champion

East Syracuse, NY

Independent Financial Group Independent

James Miller

Coto De Caza, CA

Fortune Financial Services Independent

More recent hires 

Source: 2020 Annual Report 10-K