Our advisors

Joseph Grund

Joseph Grund

CRPC®, APMA®

Associate Manager

Managing Director
Learn more about Joseph Grund Visit Joseph Grund's website
Ben Silberman

Ben Silberman

CIMA®, CPWA®

Financial Advisor

Vice President
Learn more about Ben Silberman Visit Ben Silberman's website
David Holland

David Holland

CFP®, CFA, JD

Private Wealth Advisor

Managing Director
Learn more about David Holland Visit David Holland's website
Robert Mayer

Robert Mayer

CFP®

Financial Advisor

Associate Vice President
Learn more about Robert Mayer Visit Robert Mayer's website
Travis Routt

Travis Routt

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Travis Routt Visit Travis Routt's website

Our team

Dawn Sherwood

Dawn Sherwood

Registered Client Service Associate

Personal Intro

Dawn joined Ameriprise Financial Services, Inc. in November of 2013.

Qualifications

  • - Licenses Held, Series 7, 9, 10, 63, 65 & Florida Insurance License

Roles & Responsibilities

  • Dawn is responsible for coordinating on-going contacts with our clients including all administrative requests. In addition to administrative tasks, Dawn can enter non-solicited trades for clients.
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Lori Fraraccio

Lori Fraraccio

Registered Client Service Associate

Qualifications

  • Series 7 Licensed
  • Series 66 Licensed
  • 215 Licensed: Life, Health & Variable Annuity
  • Associates of Arts Degree from PBSC

Roles & Responsibilities

  • Operations / Client Service
  • Trading / unsolicted trades
  • Marketing
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