Skip to main content

Brian Mora

CFP®, CRPC®, AWMA®
Senior Franchise Field Vice President
 
 
6817 Southpoint Parkway, Suite 2404
Jacksonville, FL 32216
Brian Mora, Field Vice President | Ameriprise Financial
Learn how Brian Mora, Field Vice President at Ameriprise Financial, helps financial advisors in Florida manage and grow their practices.
17 Years with Firm
 
94 Advisor Satisfaction Score
 

My territory

Florida, South Alabama

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
  • Operate with independence, knowing that support is available when needed
  • Understand how to effectively operate as a CEO of your practice
  • Share best practices and provide coaching to help you achieve success

Career highlights

  • Ameriprise Outstanding Leader Award, 2013, 2014 and 2017
  • CFP® certification, 2007
  • Ameriprise Community Impact Award nominee, 2013

Other interests

  • Spending time with family
  • Avid triathlete and runner
  • Involved with Humane Society of Broward County and Chase Kowalski Memorial Fund

Local leadership team

Karen Arms
Senior Territory Coordinator
Responsibilities

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

Shaun-Scott
Shaun Scott
Support Regional Financial Advice Sales Consultant
Responsibilities

For advisors interested in growing their financial planning business, Shaun works with advisors to create a systematic process for your practice. Shaun  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.

Anita Karnatz, CRPC®
Lead Regional Financial Advice Sales Consultant
Responsibilities

For advisors interested in growing their financial planning business, Anita works with advisors to create a systematic process for your practice. Anita 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.

Emily Marquis
Regional Sales Manager
Responsibilities

For advisors interested in growing their client acquisition business and improving their marketing strategies, Emily coaches advisors on how to incorporate a systematic marketing process within their practice. She helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media. To do this, Emily 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.

Ian Staples
Recruiting Director
Responsibilities

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

Sabrina Tacheny
Manager, Franchise Recruiting and Engagement
Responsibilities

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

Brian Tingley
Installation Manager
Responsibilities

Brian helps practices create efficiencies by utilizing technology, integrating tools, and implementing repeatable and consistent business processes.

Allison-Wammel
Allison Wammel
Regional Sales Director
Responsibilities

Allison 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.

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 Satisfaction Score

The Advisor Satisfaction Score is the score on a scale of 1 (worst) to 5 (best) that a client with access to the Ameriprise Financial secure site may give his or her advisor at any time. The scores are averaged on a rolling 24-month period. 

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.