My territory
Southern States Region: North Carolina, South Carolina, Georgia, Alabama, Louisiana, Tennessee, Florida
How I work to support your success
As the Regional Vice President for the Ameriprise Advisor Group in the Southern States 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.
Career highlights
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Ameriprise Outstanding Leader Award: 2010, 2019
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Ameriprise Hall of Fame, 2013
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Ameriprise Diamond Ring Recipient, 2003
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RVP Leader of the Year, 2005, 2008, 2010, 2019
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CFP Certification 1993
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Rutgers University- Camden – MBA Finance Advisory Board
Other interests
- Sports: Golf, Philadelphia Sports Teams, City of Fort Lauderdale—volunteer coach youth sports, Rutgers Soccer Alumni
- Juvenile Diabetes Research Foundation, previous board member - NJ and FL
- Junior Achievement, board member and volunteer speaker - FL and NJ
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World Cup Soccer trips
Responsibilities
Ashley provides administrative and operational support, and also coordinates meetings, training and seminars. Ashley is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
Responsibilities
Annette 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.
Responsibilities
Dylana is responsible for ensuring that advisors have access to resources to run and grow their practice. She accomplishes this by combining the vision you establish for your practice with the support from her team and resources from Ameriprise.
Responsibilities
Daniel 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.
Responsibilities
David 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.
Responsibilities
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.
Responsibilities
Eddie 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 her team and resources from Ameriprise.