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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

Henriquez Cirelli Group

A financial advisory practice of Ameriprise Financial Services, Inc.

  • Donald Henriquez
  • Scott Cirelli

Florham Park, NJ

Stifel Branch

Baker Phillips Wealth Management Group

A financial advisory practice of Ameriprise Financial Services, Inc.

  • Joshua Baker
  • Shane Phillips

Bellevue, WA

Merrill Lynch Branch

Core Focus Financial Group

A financial advisory practice of Ameriprise Financial Services, Inc.

  • Kerry Wate
  • Nicholas Hemphill

Bellevue, WA

Merrill Lynch Branch

Peter Smith

Tacoma, WA

Stifel Branch

Bruce Higgison

Saddle Brook, NJ

Wells Fargo Independent

Justin Ranger

New Orleans, LA

Raymond James Branch

Michael Robbins

Boca Raton, FL

Summit Brokerage Services Branch

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

Pandelis Chryssostomides, MST, CFP®, AAMS®, CRPC®, CMFC®

Lancaster, CA

FSC Securities Independent

Jeffrey Sarkin

Boca Raton, FL

UBS Independent

Barry Krisko

Elizabethtown, PA

Wells Fargo Independent

Robert Arthur Bonwell Jr

Charleston, WV

Wells Fargo Clearing Services Branch

Robert Arthur Bonwell Sr

Charleston, WV

Wells Fargo Clearing Services Branch

Eric Prall

Temple, TX

Morgan Stanley 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

Thomas Kennedy

Fort Worth, TX

Merrill Lynch Branch

Brent Smith, CRPS®

Orlando, FL

Morgan Stanley Branch

Steve Livlanich

The Woodlands, TX

Morgan Stanley Branch

Edmund Iannelli

Saddle Brook, NJ

Morgan Stanley Branch

Igor Feldman

Boca Raton, FL

Morgan Stanley Branch

Larry Margolin

Boca Raton, FL

Oppenheimer Branch

John Stearns

Corpus Christi, TX

Summit Brokerage Services Independent

Michael Bucci

Greenwich, CT

MML Investors Svcs Branch

Norman Mejia

Boca Raton, FL

Morgan Stanley Branch

Travis William Terry, CPA

Salem, NH

H.D. Vest Independent

Patrick O'Brien, CRPC®

Putnam, CT

Voya Independent

Keith Latimer

Milltown, NJ

The Investment Center Independent

Chance Stevens Coda

Grand Rapids, MI

GWN Securities Inc. Branch

Lisa Markgraf

Conshohocken, PA

Wells Fargo Clearing Services Branch

More recent hires 

1 Company data as of December 2019