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Matt Roesser

MBA
Senior Franchise Field Vice President
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Eight Tower Bridge, 161 Washington St
Conshohocken, PA 19428
Matt Roesser, Field Vice President | Ameriprise Financial
Learn how Matt Roesser, Field Vice President at Ameriprise Financial, helps financial advisors in New York City and South Connecticut manage and grow their practices.
9 Years with Firm
 
20 Years of Experience
 

My territory

New York City and South Connecticut

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
  • Grow your practice when and how you want to
  • Operate with independence, knowing that support is available when needed
  • Leverage a broad array of products and services to best suit your practice and clients' needs

Career highlights

  • Recipient of Ameriprise Outstanding Leader award, 2011 and 2017
  • Consistently achieved 95%+ advisor retention during nine years as field leader
  • Successful transition of more than 70 new advisors to Ameriprise from 2008 to 2016

Other interests

  • Charitable organizations: Philabundance, American Cancer Society, and Lustgarten Foundation
  • Alumni associations: LaSalle University, Temple University and Seton Hall University

Local leadership team

Chris Borras
Senior Territory Coordinator
Responsibilities

Chris provides administrative and operational support, and also coordinates meetings, training and seminars. Chris is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.

Matthew Curtis
Regional Sales Manager
Responsibilities

For advisors interested in growing their client acquisition business and improving their marketing strategies, Matthew 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. To do this, Matthew will focus on helping you consistently execute on a referral strategy, implement an effective client and prospect communication plan, and help you build your digital presence.

Debi Biekkola
Regional Sales Director
Responsibilities

Debi 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.

Clay Harrison
Recruiting Director
Responsibilities

Clay is responsible for sourcing and evaluating experienced advisors, including franchisees, Associate Financial Advisors and advisors coming from acquired practices.

Michael Clement
Michael Clement
Recruiting Director
Responsibilities

Michael is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.

Michael Carroll
Michael Carroll
Manager, Franchise Recruiting and Engagement
Responsibilities

Michael 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. He also partners with new advisors joining our firm to guide them through a successful transition and onboard process. Michael is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.

Tyler Zelgart
Manager, Franchise Recruiting and Engagement
Responsibilities

Tyler 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. He also partners with new advisors joining our firm to guide them through a successful transition and onboard process. Tyler is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.

Years with Firm

Years with the Firm may include time with Ameriprise Financial as a financial advisor or in a supporting role, including as a field leader.

Years of Experience

Prior to October 26, 2017, Years of Experience included time as an advisor with any firm, as well as time as an employee or business owner in the financial services industry. Any number entered after October 26, 2017 is required to represent the number of years since the advisor first became licensed to sell securities.

This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. MN Permit #F-3872. 1491 Ameriprise Financial Center, Minneapolis, MN 55474.

Practice growth results not guaranteed.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.