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
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