Why Ameriprise
You have the opportunity to become part of a firm whose leaders believe in advisors and continually invest to support them. They understand that you need to keep clients satisfied in order to create advocates — all while running your business efficiently, building a strong local reputation and driving profitability.
Our advisors are professional business owners with entrepreneurial mindsets. Many have extremely professional client service models and prospect/client meeting presentations. The most successful advisors are using technology to help make their preparation efficient and make their delivery effective.
Our wealth solutions team provides unbiased, objective and timely insights on current market and economic trends. These insights can help clients meet their investment goals across asset classes.
Why the South Florida Complex
Whether you live in South Florida, or are interested in relocating, we are committed to investing in our advisors and the tools and resources they need to serve their clients well. We know how hard it is to run a successful practice and to deliver a referable experience for your clients, particularly in the current environment.
My team and I will work with you to:
- Transition your practice, providing customized support and best practices
- Run your practice, knowing that support is available when needed
- Leverage a broad array of products and services to best suit your practice and clients' needs
- Optimize practice efficiencies to drive improved margins
From integrated, secure technology and mobile tools to turnkey marketing programs and social media, Ameriprise Financial has you covered.
We would love the opportunity to help you achieve your vision for your ideal practice at Ameriprise Financial. I know my team looks forward to discussing next steps with you. We want to ensure we’re provided you with the information you need to make a good decision – one that works for you and your practice.
Why I do what I do
Empowerment to me is motivation. One of the passions I've developed over my leadership career has been taking full advantage of our robust external practice acquisition program in the employee broker dealer space.
I love that our firm directs our resources toward helping advisors grow. I am responsible for ensuring that advisors have access to resources to run and grow their practice. By combining the vision you establish for your practice, with the support from my team and resources from Ameriprise Financial, you'll have the opportunity to grow your practice and deepen client relationships over time.
Career highlights
- Ameriprise Circle of Success, 2009, 2016, 2018 and 2019
- Ameriprise Outstanding Leader Award, 2018
- On Wall Street Top 100 Branch Managers, 2017
Practice Acquisition highlights
- 22 external practice acquisitions over the last 4 years
- Personally sourcing, negotiating 42 practice acquisitions over the last 12 years totaling over $1B
Other interests
- I enjoy spending time being active both indoors & outdoors.
- I love reading as well as spending time with friends & family.
Responsibilities
Katherine is our staff leader across the Complex. She handles the operations of our business including budget, staff development and investment analysis.
Responsibilities
David leads our Palm Beach Gardens branch. His hands-on approach to support includes plug-and-play monthly branch seminars, regular 1:1 consulting meetings, annual business planning, and a robust coaching program for advisors interested in practice growth, client acquisition, practice management, and advisory services.
Responsibilities
Joseph leads our Palm Beach Gardens branch. His hands-on approach to support includes plug-and-play monthly branch seminars, regular 1:1 consulting meetings, annual business planning, and a robust coaching program for advisors interested in practice growth, client acquisition, practice management, and advisory services.
Responsibilities
Roxanne is our staff leader across the Complex. She handles the operations of our business including budget, staff development and investment analysis.
Responsibilities
Drew leads our Boca Raton/West Palm Beach branch. His hands-on approach to support includes plug-and-play monthly branch seminars, regular 1:1 consulting meetings, annual business planning, and a robust coaching program for advisors interested in practice growth, client acquisition, practice management, and advisory services.
Responsibilities
Cathy is our staff leader across the Complex. She handles the operations of our business including budget, staff development and investment analysis.