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Years with the Firm may include time with Ameriprise Financial as a financial advisor or in a supporting role, including as a field leader.
Pacific Desert Region: Arizona, California, Hawaii, Nevada, Oregon, Washington
How I work to support your success
As the Regional Vice President for the Ameriprise Advisor Group in the Pacific Desert Region, I am focused on helping advisors in my region provide an outstanding client experience and achieve industry-leading growth for their practices, as well as recruiting new and high potential advisors to join the firm.
- Ameriprise Outstanding Leader Award, 2011, 2016, 2019, 2021
- CFP® certification, 2007
- Hall of Fame Inductee, 2021
- Spending time with my family
- Coaching youth soccer for my daughters
- Running, cycling and weight training
- Avid Boston sports fan
Are You Leveraging All Of The Technology Available To You At Ameriprise?
Tuesday March 26, 2024
Time: 4:00 P.M. – 5:00 P.M. PT
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James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®
Regional Vice President
My Leadership Team
Regional Director of Operations
Becky creates and executes strategies that facilitate achievement of overall growth and the Region plan. Responsibilities include: strategic business planning and financial management; both direct and influential leadership of advisors, leaders, and staff across the region branch offices; and human resource leadership.
Lynda Counts, BFA™, CWS®, AIF®
Regional Sales Director
Lynda specializes in helping advisors drive practice results through new business opportunities. She is the primary point of contact for increasing assets and revenue through product solutions. Additionally, she 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, Kelly coaches advisors on how to incorporate a systematic marketing process within their practice. She 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, Kelly works with advisors to create a systematic process for their practice. She 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. Region Coordinator
Corie provides administrative and operational support, and also coordinates meetings, training and seminars. Corie is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
Complex Director, Southern California
David is responsible for ensuring that advisors have access to resources to run and grow their practice. He accomplishes this by combining the vision you establish for your practice with the support from his team and resources from Ameriprise.
Complex Director, Oregon/Washington
Peter is responsible for ensuring that advisors have access to resources to run and grow their practice. He accomplishes this by combining the vision you establish for your practice with the support from his team and resources from Ameriprise.
John is responsible for ensuring that advisors have access to resources to run and grow their practice. He accomplishes this by combining the vision you establish for your practice with the support from his team and resources from Ameriprise.