Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Jonathan J Di Rico, Financial Advisor serving the Bradenton, FL area - Ameriprise Advisors

Jonathan J Di Rico

APMA®

Financial Advisor

Visit Jonathan J Di Rico's website
Kathleen Merriman, Financial Advisor serving the Bradenton, FL area - Ameriprise Advisors

Kathleen Merriman

APMA®

Financial Advisor

Visit Kathleen Merriman's website

Team

Michelle Meegan

Michelle Meegan

Client Service Manager

Bianca Murack

Bianca Murack

Client Relationship Manager

Libby Engel

Libby Engel

Business Development Manager