AMERIPRISE FINANCIAL - Key Persons


A Ponzi

A Ponzi scheme involves using money from new investors to provide a return - often much higher than typical market gains - to existing investors rather than using legitimate investment returns. Ponzi schemes fall apart when the money owed to the initial investors becomes greater than the amount that can be raised from new investors. Pyramid scheme operators may reach out via phone, email or word of mouth

A Roth IRA

A Roth IRA is tax free as long as investors leave the money in the account for at least 5 years and are 59 1/2 or older when they take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

Alicia D. Ross

Job Titles:
  • Registered Client Service Associate, Practice Manager

Andrew Heaney

Job Titles:
  • Director of Wealth Management Solutions Equity Research

Anthony Saglimbene

Job Titles:
  • Chief Market Strategist

Barry Jateff

Job Titles:
  • Advisor
  • Associate Vice President
  • Financial Advisor

Christina Meyer

Job Titles:
  • Advisor
  • Registered Practice Associate

Danny Stegall

Job Titles:
  • Advisor
  • Financial Advisor

Gary Kulik

Job Titles:
  • Advisor
  • Private Wealth Advisor

Joseph Rosenbaum

Job Titles:
  • Advisor
  • Financial Advisor

Judy A. Steffens

Job Titles:
  • Client Service Associate, Practice Manager

Paul Liberatore - VP

Job Titles:
  • Advisor
  • Financial Advisor
  • Vice President

Scott More

Job Titles:
  • Vice President of Information Security

Smith Barney

Job Titles:
  • VP Investments, July 2006 - April 2009