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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

Kimberly Latimer, CFP®

Houston, TX

Merrill Lynch Branch

The Albanese/Kennedy Bruce Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Jim Albanese
  • Linda Bruce

Middleton, MA

Morgan Stanley Branch

Christopher Thompson, CFP®

Jacksonville, FL

Wells Fargo Branch

Ryan Thompson, MBA, CFP®

Shreveport, LA

Morgan Stanley Independent

Third Coast Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

John Bunch

Kingwood, TX

J.P. Morgan Financial Institutions

Jason Williams

Richmond, VA

Truist Independent

Bill Swisher

Dallas, TX

Morgan Stanley Branch

David Poole, AAMS®

Davenport, IA

Wells Fargo Independent

Michelle Harf-Grim, CRPC®

Hunt Valley, MD

Wells Fargo Branch

Travis Knapp

Austin, TX

Morgan Stanley Branch

Robert Lenz

Scottsdale, AZ

Morgan Stanley Branch

Brandon Harris

Reno, NV

Stifel Branch

Doug Bowers

Vienna, VA

Spire Securities Branch

Mark Rizzo, CFP®

Mansfield, MA

Lincoln Investment Independent

Marc Gendell

Atlanta, GA

UBS Branch

Chris Housley

Mesa, AZ

Wells Fargo Branch

Claire Soja

Boston, MA

Winslow, Evans & Crocker Branch

Kevin Tefft, MBA

Tacoma, WA

Wells Fargo Branch

Qualified Advisory Group

A financial advisory practice of Ameriprise Financial Services, LLC

Frank Babashak, CFP®, AIF®

Bethlehem, PA

LPL Financial Financial Institutions

Wyatt Holtz

Grand Forks, ND

Edward Jones Independent

Lynn Van Moppes

Seattle, WA

Oppenheimer Branch

Robert Dunkley

Osterville, MA

Merrill Lynch Branch

Michael Ford, MBA, AAMS®

Tuscaloosa, AL

Raymond James Independent

Evan L. Wolk, APMA®, CRPC®

Boca Raton, FL

KMS Financial Services Independent

Ameriprise Financial Institutions Group

A financial advisory practice of Ameriprise Financial Services, LLC

Hector Llanas

Weslaco, TX

BBVA Securities Financial Institutions

Andrew Anderson

Bingham Farms, MI

Hantz Financial Services Independent

More recent hires 

Source: 2020 Annual Report 10-K