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Trish Moll

CFP®
Senior Franchise Field Vice President
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227 W. Monroe Street, Suite 3700
Chicago, IL 60606
Trish Moll, Field Vice President | Ameriprise Financial
Learn how Trish Moll, Field Vice President at Ameriprise Financial, helps financial advisors in the greater Chicago area, Central Illinois, Indiana, Southwestern Michigan, and Dayton, Ohio metro area manage and grow their practices.
28 Years with Firm
 
95 Territory Retention Rate
 

My territory

Chicagoland, Central Illinois, Indiana, Southwestern Michigan, and Dayton, Ohio

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:

  • Help you grow your practice in a manner that works best for you
  • 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
  • Protect your practice from the unexpected and prepare for your retirement with a customized succession plan

Career highlights

  • 18 years experience as a servicing advisor
  • Franchise owner; transferred practice of 400 clients and 6 staff members in 2008
  • Outstanding Leader Award — 2017
  • Circle of Success Honoree — 2009 and 2017
  • Ameriprise National Franchise Advisory Council Chairman — 2008

Other interests

  • Gold Coast Condominium Association - treasurer
  • Member, University Club of Chicago
  • Bear Necessities Pediatric Cancer Foundation supporter
  • Family, friends, and travel

Local leadership team

Todd Frattura
Recruiting Director
Responsibilities

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

Ali Thompson-Stucky
Regional Sales Manager
Responsibilities

For advisors interested in growing their client acquisition business and improving their marketing strategies, Ali 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, Ali 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.

Mitch Johnson, CFP®
Manager, Franchise Recruiting and Engagement
Responsibilities

Mitch works closely with successful teams in Chicago, IL and NW Indiana 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. Mitch is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.

Eric Martzahl
Lead Regional Financial Advice Sales Consultant
Responsibilities

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

Megan Panchyshyn
Senior Territory Coordinator
Responsibilities

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

Jeff Daugherty
Support Regional Financial Advice Sales Consultant
Responsibilities

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

Meghan Villanueva
Regional Sales Director
Responsibilities

Meghan specializes in helping advisors drive growth 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.

Kyle Wedin
Installation Manager
Responsibilities

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

Michelle Smith
Michelle Smith
Manager, Franchise Recruiting and Engagement
Responsibilities

Michelle works closely with successful teams in Central IL, SW Michigan, Indiana and Dayton, OH 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. Michelle is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.

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.

Territory Retention Rate

Territory retention rate represents the percentage of financial advisors in the Field Vice President's territory who remained with Ameriprise Financial, during the previous calendar 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.