Adam Ritter, Cfp® Email and Phone Number

I have the privilege of working with a leadership team who shares in the responsibility of building better associates, providing a superior client experience, embodying our firm's core values, and living our company's vision to be the better investment firm to today's investor. With an ever-changing environment, we believe in the relentless pursuit for continual improvement through a culture of learning, sharing best practices, and improving processes to provide a better experience for everyone involved. Since my professional career began, I have always been interested and passionate about sales, and consistently finished in the top tier of my peer group while winning numerous awards and recognition trips. My focus now is leading a team to greatness, by providing everything necessary for them to be successful, and to reach their personal goals. My quality of life changed immensely when I moved into sales, and I strive to make that difference in my associates’ lives now.

As an Investment Consultant at TD Ameritrade, I assess, assist, and advise clients as they choose the services best suited for their needs. I develop relationships with existing clients and build relationships with new clients. It is my goal to demonstrate to clients and prospects the value of the TD Ameritrade platform, resulting in business growth and retention.