Neighbor News
Joe Romas Joins Mequon Office of Ameriprise Financial
Wauwatosa resident, U.S. Navy veteran brings more than eight years' experience working with clients on retirement and financial planning
MEQUON, WIS. – July 19, 2019 – Joe Romas, AAMS®, has joined the Mequon office of Ameriprise Financial Services Inc. as a financial advisor. His office is at 11039 N. Towne Square Road, Suite 1.
Romas, a Wauwatosa resident, 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 Brookfield, 16650 W. Bluemound Road.
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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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