Years with Firm See more information
Years with the Firm may include time with Ameriprise Financial as a financial advisor or in a supporting role, including as a field leader.
Advisor Satisfaction Score See more information
The Advisor Satisfaction Score is the score on a scale of 1 (worst) to 5 (best) that a client with access to the Ameriprise Financial secure site may give his or her advisor at any time. The scores are averaged on a rolling 24-month period.
The Central Florida Complex is committed to helping our advisors grow their practice by offering the support they need in order to help their clients. The strength and stability of Ameriprise allows us the opportunity to provide our advisors with a robust marketing program to support client acquisition and year-over-year practice growth.
How I work to support your success
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, you'll have the opportunity to grow your practice and deepen client relationships over time.
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
- One of the founders and an original member of the AAG Women's Empowerment Network Leadership team
- On Wall Street Top 10 Branch Managers, 2017
- Barron’s Top Women Advisors Summit, 2017
- Ameriprise Circle of Success, 2008-2013
- Ameriprise Outstanding Leader Award, 2010
- I enjoy spending time with my husband and our two boys
- I look forward to our weekends at the beach, where I have the opportunity to relax and spend quality time with my friends and family.
- My hobbies include reading and going for long runs
My Leadership Team
Jeremy St. Croix, CFP®, AAMS®, APMA®, CRPC®
Jeremy leads our Sarasota 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.
Chris Sankey, CRPC®
Chris leads our Tampa Bay 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.
Adam Skonicki, CFP®, CRPC®
Adam assists in leading our Tampa Bay 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.
Josh Padrick, CFP®, CRPC®, APMA®
Josh leads our Advisor Career Development program hub out of the Tampa Bay branch. The Advisor Career Development program supports you as you embark on a structured, three-year training experience to become a financial advisor, complete with mentorship and coaching from dedicated leaders who are invested in your success.
Wesley Lacey, CFP®
Regional Sales Director
Wes specializes in helping advisors drive practice results through new business opportunities. He is the primary point of contact for increasing assets and revenue through product solutions. Additionally, he works with advisors on strategies to move up market and go deep with their best clients.
Regional Sales Manager
For advisors interested in growing their client acquisition business and improving their marketing strategies, Marcus coaches advisors on how to incorporate a systematic marketing process within their practice. He helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media.
For advisors interested in growing their financial planning business, Marcus works with advisors to create a systematic process for their practice. He helps identify how to engage clients/prospects in advice conversations and produce simplified deliverables to increase capacity and drive business through the financial planning client service model.
Sr. Field Operations Team Leader
Brandy is our staff leader across the Complex. She handles the operations of our business including budget, staff development, and investment analysis.
Operations Leader (Tampa Bay area)
Libby leads the operational structure that supports achievement of business objectives for the Tampa Bay branch and its advisors. She is responsible for the direct leadership of branch staff and spearheading experienced advisor recruit transitions. Libby works directly with employees, advisors and the branch manager in supporting the client relationship model and turnkey tools and strategies to assist advisors in servicing clients and growing their book.