Financial Planning Program Support for Dell Employees

Ameriprise Financial  offers services that may be reimbursable under the Dell Financial Planning Program (FPP).  Our services are designed to help you make the most of your Dell benefits and integrate them into a personalized financial plan.

Complex workplace benefits can make it difficult to make informed decisions. Ameriprise Financial offers a unique, collaborative, and comprehensive approach to financial planning that can help. It will incorporate your compensation package – your pay, retirement and health and welfare benefits – into your financial goals, from your child's college education to how you will reinvent yourself at retirement.

Financial Planning from Ameriprise provides:

  • Local* financial advisors trained throughout the U.S. on Dell benefits
  • Complimentary, personal consultation held locally* to discuss your relevant financial topics
  • $100 off the cost of an initial Ameriprise® Financial Planning Service for Dell employees, including personalized written analysis and recommendations

*The list of Ameriprise financial advisors selected and trained for this program, by state, is below. Please review this list of advisors to determine who is best suited to work with your financial planning needs.  If you would like to schedule your complimentary 45-minute personal consultation, select the following link: Schedule your appointment.

For questions about Ameriprise, or if your state is not listed below, send email to adam.h.ward@ampf.com.

Search for an Ameriprise financial advisor trained in Dell benefits by location

Scottsdale, AZ

Adam Ward
Financial Advisor

 
 
 

El Segundo, CA

Paul Avina
Private Wealth Advisor
Jose Godinez
Private Wealth Advisor

Los Angeles, CA

Gail Reid
Private Wealth Advisor

Northern CA

George Papadoyannis
Private Wealth Advisor
Ryan Lee
Associate Financial Advisor
Craig Uffelman
Financial Advisor
Adam Ward
Financial Advisor

Orange County, CA

Adam Ward
Financial Advisor

San Diego, CA

Kent Thompson
Private Wealth Advisor
Kara Morin
Financial Advisor

 
 
 

Colorado Springs, CO

Whitney Grimm
Private Wealth Advisor

Englewood, CO

Whitney Grimm
Private Wealth Advisor

Louisville, CO

Whitney Grimm
Private Wealth Advisor

Loveland, CO

Whitney Grimm
Private Wealth Advisor

Alpharetta, GA

Marcus Welborn
Private Wealth Advisor

Duluth, GA

Marcus Welborn
Private Wealth Advisor

 

Lisle, IL

Jeffery Conrady
Private Wealth Advisor

Westmont, IL

Jeffery Conrady
Private Wealth Advisor

 
 

Indianapolis, IN

Eric Bilitz
Private Wealth Advisor
Gregg Keele
Private Wealth Advisor

 
 
 

Overland Park, KS

Steven Schenck
Private Wealth Advisor
Matthew Thompson
Private Wealth Advisor

 
 
 

Louisville, KY

Joseph Shults
Financial Advisor

 
 
 

Columbia, MD

Mitchell Berlin
Private Wealth Advisor

 
 
 

Bedford, MA

Douglas Gage
Private Wealth Advisor
Daniel Wilson
Private Wealth Advisor

Boston, MA

Richard Miller
Private Wealth Advisor

Cambridge, MA

Douglas Gage
Private Wealth Advisor
Daniel Wilson
Private Wealth Advisor

Franklin, MA

Richard Miller
Private Wealth Advisor

Hopkinton, MA (Bldgs. 176, 42)

Douglas Gage
Private Wealth Advisor
Daniel Wilson
Private Wealth Advisor

Hopkinton, MA (All others)

Dawn Smith
Private Wealth Advisor

Milford, MA

Richard Miller
Private Wealth Advisor

Newton, MA

Richard Miller
Private Wealth Advisor

Southborough, MA

Richard Miller
Private Wealth Advisor

Westborough, MA

Richard Miller
Private Wealth Advisor

 
 

Grand Rapids, MI

Michael Klassa
Private Wealth Advisor
Steven Swaggerty
Financial Advisor

Livonia, MI

Michael Klassa
Private Wealth Advisor
Steven Swaggerty
Financial Advisor

Troy, MI

Michael Klassa
Private Wealth Advisor
Steven Swaggerty
Financial Advisor

 

Eden Prairie, MN

Jason White
Private Wealth Advisor
Joshua Ely
Private Wealth Advisor

 
 
 

Creve Couer, MO

Dawn Smith
Private Wealth Advisor

 
 
 

Nashua, NH

Richard Miller
Private Wealth Advisor

 
 
 

New York, NY

Mark Chemtob
Private Wealth Advisor

White Plains, NY

Mark Chemtob
Private Wealth Advisor

 
 

Apex, NC

James Carrington
Private Wealth Advisor
Nathan Brown
Financial Advisor

Charlotte, NC

Mark Walker
Private Wealth Advisor

Greensboro, NC

Mark Walker
Private Wealth Advisor

Raleigh, NC

James Carrington
Private Wealth Advisor

Rsrch Triangle Park, NC

James Carrington
Private Wealth Advisor

 
 
 

Cincinnati, OH

Joseph Shults
Financial Advisor

Independence, OH

Thomas Shortreed
Private Wealth Advisor

Westerville, OH

Kevin Lehman
Private Wealth Advisor

 

Tulsa, OK

James Brock
Financial Advisor

Pittsburgh, PA

Kiersten McCort
Private Wealth Advisor

W. Conshohocken, PA

Massimo Magliari
Private Wealth Advisor
Eric Kelman
Private Financial Advisor

 
 

Columbia, SC

Mark Walker
Private Wealth Advisor

 
 
 

Memphis, TN

Darrell Douglas
Private Wealth Advisor

Nashville, TN

Bruce Gillen
Private Wealth Advisor

Jeremy Sweeney
Private Wealth Advisor

 
 

Dallas, TX

Terry Doyle
Private Wealth Advisor

Houston, TX

Bruce Quick
Private Wealth Advisor

Richardson, TX

Terry Doyle
Private Wealth Advisor
 

Travis Kell
Private Wealth Advisor

 
 
 

Alexandria, VA

Mitchell Berlin
Private Wealth Advisor

Arlington, VA

Mitchell Berlin
Private Wealth Advisor

Glenn Allen, VA

Mitchell Berlin
Private Wealth Advisor

Herdon, VA

Mitchell Berlin
Private Wealth Advisor

McLean, VA

Mitchell Berlin
Private Wealth Advisor

 
 
 

Bellevue, WA

Erin Scannell
Private Wealth Advisor

Seattle, WA

Erin Scannell
Private Wealth Advisor

 
 

De Pere, WI

Jon Goldstein
Private Wealth Advisor

Madison, WI

Jon Goldstein
Private Wealth Advisor

Milwaukee, WI

Jon Goldstein
Private Wealth Advisor