|13||Years with Firm|
|96%||Advisor Retention Rate|
The Miami 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
- Ameriprise Circle of Success, 2009, 2016, 2018 and 2019
- Ameriprise Outstanding Leader Award, 2018
- On Wall Street Top 100 Branch Managers, 2017
- I enjoy spending time being active both indoors & outdoors.
- I love reading as well as spending time with friends & family.
Local leadership team
Todd leads our Fort Lauderdale/Miami 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.
Drew leads our Boca Raton/West Palm Beach 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.
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.
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.
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.