Our advisors

Mitch Hodgkiss, Private Wealth Advisor serving the Charlotte, NC area - Ameriprise Advisors

Mitch Hodgkiss

CRPC®, APMA®

Private Wealth Advisor

Managing Director
Learn more about Mitch Hodgkiss Visit Mitch Hodgkiss's website
Bret Urbanski, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

Bret Urbanski

Financial Advisor

Managing Director
Learn more about Bret Urbanski Visit Bret Urbanski's website
William W Hadley, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

William W Hadley

CFP®

Financial Advisor

Managing Director
Learn more about William W Hadley Visit William W Hadley's website
Tommy Truman, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

Tommy Truman

Financial Advisor

Managing Director
Learn more about Tommy Truman Visit Tommy Truman's website
Melissa Saleeby, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

Melissa Saleeby

CRPC®

Financial Advisor

Vice President
Learn more about Melissa Saleeby Visit Melissa Saleeby's website
Joshua Patterson, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

Joshua Patterson

APMA®

Financial Advisor

Learn more about Joshua Patterson Visit Joshua Patterson's website

Our team

Karen Trounson

Karen Trounson

Registered Client Service Associate,

Client Concierge

Roles & Responsibilities

  • All administrative services: account opening, account updates, money movement, securities trading, statements and tax forms, appointment scheduling.
  • Client event/seminar information and RSVP, technology resources including Ameriprise.com, Total View and connecting with us on social media.
View more
Anna Cannon

Anna Cannon

Registered Client Service Associate,

Client Relationship Specialist

Qualifications

  • FINRA Series 7, 63, SIE

Roles & Responsibilities

  • All administrative services: account opening, account updates, money movement, securities trading, statements and tax forms, appointment scheduling.
  • Client event/seminar information and RSVP, technology resources including Ameriprise.com, Total View and connecting with us on social media.
View more
Ryan O'Connor

Ryan O'Connor

Registered Client Service Associate,

Financial Planning Specialist

Qualifications

  • FINRA Series 7, 63, 65, SIE

Roles & Responsibilities

  • Coordination and inputting of client planning data, creating protection strategies and generating illustrations, and managing the website and social media announcements
  • Assisting clients with their service needs
View more
Erin Ford

Erin Ford

Client Service Associate,

Marketing Specialist

Roles & Responsibilities

  • Assisting clients with technology resources including Ameriprise.com, Ameriprise App, and Total View.
  • Client event and seminar coordination and execution.
  • Marketing and Social Media coordination.
View more