Ameriprise Financial Workplace Financial Education for Dell EMC employees

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In association with Ameriprise Financial, WealthLink is pleased to offer a Workplace Financial Planning program designed to help you make the most of your Dell EMC benefits.

Complex workplace benefits can make it difficult for employees to make informed decisions. Ameriprise Financial offers a unique, collaborative, and comprehensive approach to financial planning that can help. It will incorporate your total Dynamic Rewards 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.

Workplace Financial Planning, provides:

  • Local advisors trained on Dell EMC benefits and equity compensation (i.e. stock options, restricted stock, and ESPP)
  • Seminars and meetings about relevant financial topics such as the financial planning process, market volatility, college planning and retirement planning. Watch for further information on these location-specific activities
  • $100 off the cost of an initial Ameriprise® Financial Planning Service for Dell EMC employees, including personalized written analysis and recommendations

The list of Ameriprise financial advisors, by state, is below. These advisors have been trained on Dell EMC benefits and can help you plan for retirement, develop investment strategies, save for education expenses, manage your taxes more efficiently and help protect what matters most to you.

For internal questions, send an email to wealthlinkbenefits@emc.com.

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 EMC 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
Nick Hunt
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

Boca Raton, FL

Brian Hussey
Financial Advisor

Coral Gables, FL

Brian Hussey
Financial Advisor

Jacksonville, FL

Brian Hussey
Financial Advisor

Maitland, FL

Brian Hussey
Financial Advisor

Tampa, FL

Brian Hussey
Financial Advisor

 
 
 

Alpharetta, GA

Marcus Welborn
Financial Advisor

Duluth, GA

Marcus Welborn
Financial Advisor

 
 

Lisle, IL

Jeffery Conrady
Private Wealth Advisor

Westmont, IL

Jeffery Conrady
Private Wealth Advisor

 
 

Indianapolis, IN

Eric Bilitz
Financial Advisor
Gregg Keele
Financial Advisor

 
 
 

Overland Park, KS

Steven Schenck
Financial Advisor
Matthew Thompson
Financial 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 Maloney
Financial 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
Financial Advisor
Steven Swaggerty
Financial Advisor

Livonia, MI

Michael Klassa
Financial Advisor
Steven Swaggerty
Financial Advisor

Troy, MI

Michael Klassa
Financial Advisor
Steven Swaggerty
Financial Advisor

 

Eden Prairie, MN

Jason White
Private Wealth Advisor
Joshua Ely
Financial Advisor

 
 
 

Creve Couer, MO

Dawn Smith Maloney
Financial Advisor

 
 
 

Nashua, NH

Richard Miller
Private Wealth Advisor

 
 
 

New York, NY

Mark Chemtob
Private Wealth Advisor
James Law
Private Wealth Advisor

White Plains, NY

Mark Chemtob
Private Wealth Advisor
James Law
Private Wealth Advisor

 
 

Apex, NC

James Carrington
Financial 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
Financial Advisor

Westerville, OH

Kevin Lehman
Financial Advisor

 

Tulsa, OK

James Brock
Private Wealth Advisor

 
 
 

Lake Oswego, OR

Daniel Foster
Financial Advisor

 
 
 

Pittsburgh, PA

Kiersten McCort
Financial 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
Financial Advisor

Nashville, TN

Bruce Gillen
Financial Advisor

Jeremy Sweeney
Financial Advisor

 
 

Austin, TX

Walter Reep
Private Wealth Advisor

Dallas, TX

Terry Doyle
Private Wealth Advisor
Susan Marvin
Financial Advisor

Houston, TX

Bruce Quick
Private Wealth Advisor

Richardson, TX

Terry Doyle
Private Wealth Advisor
Susan Marvin
Financial Advisor

Stacey Fredrickson
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

 
 
 

Bellvue, WA

Erin Scannell
Financial Advisor
Gregg Quinn
Financial Advisor

Seattle, WA

Erin Scannell
Financial Advisor
Gregg Quinn
Financial Advisor

 
 

De Pere, WI

Jon Goldstein
Private Wealth Advisor

Madison, WI

Jon Goldstein
Private Wealth Advisor

Milwaukee, WI

Jon Goldstein
Private Wealth Advisor