Joseph Grund & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


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Joseph Grund & Associates: An Ameriprise advisory practice serving the Boca Raton, FL area.
Joseph Grund & Associates: An Ameriprise advisory practice serving the Boca Raton, FL area.

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Advisors

Joseph Grund, Private Wealth Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Joseph Grund

CRPC, APMA

Private Wealth Advisor

Managing Director
Visit Joseph Grund's website
David Holland, Branch Manager serving the Boca Raton, FL area - Ameriprise Advisors

David Holland

CFP®, CFA®, JD

Branch Manager

Private Wealth Advisor
Visit David Holland's website
Ben Silberman, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Ben Silberman

Financial Advisor

Managing Director
Visit Ben Silberman's website
Travis Routt, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Travis Routt

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Travis Routt's website

Team

Dawn L. Sherwood

Dawn L. Sherwood

Registered Client Service Associate

Lesley K. Degenhart

Lesley K. Degenhart

Registered Client Service Associate

Lori A. Fraraccio

Lori A. Fraraccio

Registered Client Service Associate

Roxanne L. Wright

Roxanne L. Wright

Operations Leader

Roles & Responsibilities

  • Operations Leader
  • Marketing Specialist
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