"Never Waste Your Gifts!" with Ironman Brian Mora

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Brian joined Ameriprise Financial as a financial advisor in 2001 in Voorhees, New Jersey.  Brian was the #1 first year advisor in New Jersey in 2001, a Mercury Award and 1st year top achiever winner and Career Development Conference qualifier.  In 2004, Brian made the difficult career decision to give up working with clients so that he could focus his career full-time on leadership.  

Brian became the Branch Manager for the AAG (P1) Ft. Lauderdale, FL, branch and successfully grew that branch from 12 financial advisors to more than 50 from 2004-2009.  In 2009, Brian re-located back to the Northeast to become the Complex Director in AAG for the Philadelphia Complex covering Eastern PA, Southern NJ and Delaware.  At the end of 2010, Brian moved back to FL to become the AFG Senior Franchise Field Vice President for the state of Florida. From 2010-2020, Brian helped to grow the Florida Territory from $87m GDC to over $135m GDC and ranked in the top 3 in recruiting new advisors to the firm in 2012, 2013, 2014, 2015 & 2016, 2018 and 2019.  In December 2020, Brian became the Regional Vice President for Ameriprise’s Central Region, overseeing the states of Illinois, Missouri, Iowa, Nebraska, Kansas, Colorado and Utah.  

Brian has among the strongest advisor satisfaction results in the company and has a tremendous passion for engaging with advisors one-on-one, as well as in small group settings, to truly understand their personal and professional objectives and how he can connect resources and provide advice to help advisors achieve their goals.  Brian is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC) and an Accredited Wealth Management Advisor (AWMA). He has been recognized for his outstanding leadership with the company’s prestigious Outstanding Leader Award 5 times in 2004, 2013, 2014 and 2017 and 2020.

Brian is a father of two boys, Greyson (9) and Sterling (6) and is very involved in coaching their basketball & flag football.  Brian is an avid athlete, having completed dozens of marathons and triathlons headlined by the Boston Marathon, New York City Marathon and the Miami Half Ironman (2x), Augusta Half Ironman (2x), the Atlantic City Half Ironman, the Miami Man Half Ironman and the Florida full Ironman.  Brian has leveraged all of his athletic endeavors to raise money and help the grassroots organization The Chase Michael Anthony Kowalski Memorial Foundation get off the ground.  Chase Kowalski was a 6 year old boy who loved sports – baseball, running and triathlons.  Chase was killed in the Sandy Hook, CT, school shooting in December 2012.  Brian has raised more than $50,000 to-date through his running and triathlons to honor Chase’s memory.  Brian also is an ambassador for an organization called Special Compass, which partners abled-bodied athletes with differently-abled persons to help those with disabilities participate in running, cycling and triathlon races.

Thank you to Mr. Mora and to The Bamboo Pack! You guys make this all possible.

Your Host,
Brian 

https://www.specialcompass.org/

https://cmakfoundation.org/

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