Years of Experience See more information
Prior to October 26, 2017, Years of Experience included time as an advisor with any firm, as well as time as an employee or business owner in the financial services industry. Any number entered after October 26, 2017 is required to represent the number of years since the advisor first became licensed to sell securities.
Territory Retention Rate See more information
Territory retention rate represents the percentage of financial advisors in the Field Vice President's territory who remained with Ameriprise Financial, during the previous calendar year.
Southern Illinois, Southern Indiana, Kentucky, Southern Missouri, St. Louis Metro, Southern Ohio, Tennessee
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 experience growth, equity ownership and success.
My team and I will work with you to:
- Transition your practice, providing customized support and best practices
- Optimize practice efficiencies to drive improved margins
- Operate with independence, knowing that support is available when needed
- Leverage a broad array of products and services to best suit your practice and clients' needs
- Former Regional Sales Manager for Morgan Stanley Smith Barney; managed a business of $80 billion in assets, $700 million in revenue and over 900 advisors
- Successfully managed and led advisors in wirehouse models, banked-based and independent channels.
- Ran own independent advisor practice for 11 years
- Wife and two sons
- Skiing, fishing and outdoor activities with friends and family
- Fine wine and dining
My Leadership Team
Anthony is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Manager, Franchise Recruiting and Engagement
Dan works closely with successful teams to help them to find and develop new talent; this includes support staff, associate financial advisors and experienced advisors wanting to join a team. He also works with new advisors joining our firm to guide them through a successful transition and onboard process. Dan is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Regional Sales Manager
For advisors interested in growing their client acquisition business and improving their marketing strategies, Brandon 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, Brandon 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.
Franchise Engagement Coordinator
Jessica provides day-to-day coordination and support for territory initiatives and project activities to ensure key tasks and deadlines are met. She is a relationship manager for select advisors and operation personnel in territory to connect with corporate resourcing and programing.