My territory
Greater Boston, Eastern Massachusetts, Maine and New Hampshire
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
- Help you grow your practice in a manner that works best for you
- Drive practice value or equity
- Protect your practice from the unexpected and prepare for your retirement with a customized succession plan
Responsibilities
Jeff is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Responsibilities
Maureen 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. She also works with new advisors joining our firm to guide them through a successful transition and onboard process. Maureen is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Responsibilities
Dan specializes in helping advisors drive growth 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.
Responsibilities
For advisors interested in growing their client acquisition business and improving their marketing strategies, Kevin 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, Kevin 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.
Responsibilities
Mary Jo provides support to advisors and staff, and coordinates meetings, training and seminars. Mary Jo is the point person for advisor and staff questions and proactively works with advisors and staff to ensure they receive the support they need.