Neighbor News
Joe Romas Joins Brookfield Office of Ameriprise Financial
U.S. Navy veteran brings more than eight years' experience working with clients on retirement and financial planning.
BROOKFIELD, WIS. – July 19, 2019 – Joe Romas, AAMS®, has joined the Brookfield office of Ameriprise Financial Services Inc. as a financial advisor. His office is at 16650 W. Bluemound Road.
Romas has more than eight years’ experience working with clients on retirement and financial planning. He is a U.S. Navy veteran, having served as a student naval aviator at bases in Florida and Texas. He holds a B.S. in aeronautical science from the Florida Institute of Technology.
Romas worked as a high school teacher, and authored and published a book on investing. He is studying for the Certified Financial Planner (CFP®) designation, expecting to take the exam in the next year. He also works in the Amerprise Financial office in Mequon, 11039 N. Towne Square Road, Suite 1.
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“I am deeply committed to serving the full range of my clients’ financial needs and providing excellent customer service. As my practice continues to grow, I will be able to help more clients reach their financial goals,” said Joe Romas, Ameriprise financial advisor.
As a financial advisor, Romas provides financial advice that is built on a solid understanding of client needs and expectations, and provided in one-on-one relationships with his clients. For more information, please contact Joe Romas at (262) 901-1526.
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About Ameriprise
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 120 years. With outstanding asset management, advisory and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
For more information, visit https://www.ameripriseadvisors.com/joseph.romas.
Investment advisory products are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
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