Tampa, FL W Bay To Bay Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
3
Of 12,719 advisors across 4,079 offices
Location
4207 W Bay To Bay Blvd
Tampa FL 33629
Advisors at this office
3
Advisors at this office
Karla G
Series 66
Tampa, FL
Ameriprise
Karla Graber is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, primarily for clients with assets managed within Ameriprise.
Matthew B
Series 66
Tampa, FL
Ameriprise
Matthew Borasch is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2006. Outside of his advisory work, he serves on the Board of Directors of the Tampa Bay Seminole Club and is a past president of the organization. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support.
Lance B
Series 63
Tampa, FL
Ameriprise
Lance Becatti is a financial advisor with Ameriprise in Tampa, FL, holding a Series 63 designation and with 42 years of industry experience. He has been with Ameriprise and its predecessor firms since 1984. Outside of his advisory role, he serves on the Board of Directors for the Beth Dillinger Foundation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored retirement income advice through a centralized consulting team.
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