As a Managing Director and Associate Manager with Ameriprise Financial in Palm Beach Gardens, Florida, Joseph Grund assists clients in thinking about four essential aspects of their financial lives: meeting essential costs, maintaining a desired lifestyle, preparing for unexpected events, and leaving a legacy. His professional performance earned him a place in the Ameriprise Circle of Success for a total of seven years (2009-2015). In 2013, Joseph Grund became one of only 75 individuals to qualify for the Ameriprise Diamond Ring Club, joining less than 7 percent of the entire Ameriprise advisor group.
In addition to Ameriprise’s professional accolades, the elite trade association The Million Dollar Round Table instated Mr. Grund as an official member of the Court of the Table in 2014. Before he joined Ameriprise in 2008, Joseph Grund served 15 years as a financial advisor and vice president with the Palm Beach Gardens offices of H&R Block, where he obtained Gold Elite Advisor status for the last four years of his tenure (2004-2008).
Joseph Grund & Associates
A financial advisory practice of Ameriprise Financial Services, Inc. 11300 US Highway 1, Ste. 600 & 501, Palm Beach Gardens, FL 33408-3293
Million Dollar Round Table (MDRT) is an independent association of the world's leading life insurance and financial services professionals. Membership in MDRT is based on minimum commission and gross business generated within a year. MDRT status designations are granted for one year, and members must apply annually to continue their affiliation with MDRT. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.