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Dylana Hopler

CFP®, CRPC®
Complex Director
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300 South Orange Avenue, Suite 750
Orlando, FL 32801
Dylana Hopler, Complex Director | Ameriprise Financial
Learn how Dylana Hopler, Complex Director at Ameriprise Financial, helps financial advisors in Tampa, Florida manage and grow their practices.
15 Years with Firm
 
94 Advisor Retention Rate
 

My territory

The Tampa Complex is committed to helping our advisors grow their practice by offering the support they need in order to help their clients. The strength and stability of Ameriprise allows us the opportunity to provide our advisors with a robust marketing program to support client acquisition and year-over-year practice growth.

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 grow your practice and deepen client relationships over time.

My team and I will work with you to:

  • Transition your practice, providing customized support and best practices
  • Run your practice, knowing that support is available when needed
  • Leverage a broad array of products and services to best suit your practice and clients' needs
  • Optimize practice efficiencies to drive improved margins

Career highlights

  • Ameriprise Circle of Success, 2008-2013
  • Ameriprise Outstanding Leader Award, 2010

Other interests

  • I enjoy spending time with my husband and our two boys
  • I look forward to our weekends at the beach, where I have the opportunity to relax and spend quality time with my friends and family.
  • My hobbies include reading and going for long runs

Local leadership team

Chip Christian
Branch Manager
Responsibilities

Chip leads our St. Petersburg branch. His hands-on approach to support includes plug-and-play monthly branch seminars, regular 1:1 consulting meetings, annual business planning, and a robust coaching program for advisors interested in practice growth, client acquisition, practice management, and advisory services.

Brandy Hoiler
Sr. Field Operations Team Leader
Responsibilities

Brandy is our staff leader across the Complex. She handles the operations of our business including budget, staff development, and investment analysis.

Justin Daley, CFP®
Branch Manager
Responsibilities

Justin leads our Sarasota branch. His hands-on approach to support includes plug-and-play monthly branch seminars, regular 1:1 consulting meetings, annual business planning, and a robust coaching program for advisors interested in practice growth, client acquisition, practice management, and advisory services.

Santo Montalbano
Branch Manager
Responsibilities

Santo leads our Tampa branch. His hands-on approach to support includes plug-and-play monthly branch seminars, regular 1:1 consulting meetings, annual business planning, and a robust coaching program for advisors interested in practice growth, client acquisition, practice management, and advisory services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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.

Advisor Retention Rate

Advisor retention rate is a percentage based on Ameriprise internal reporting over a period from October to September of the previous year.

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.