Client Focus and Independence Attracts Advisor Reid Evans to Ameriprise
12 Ottobre 2021 - 4:45PM
Business Wire
“We commit our time, energy, and resources to
helping advisors grow according to their unique practice visions,”
says Ameriprise’s head of recruiting, Manish Dave
Financial advisor Reid Evans recently joined the
independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from
Raymond James in Pella, Iowa with $120 million in client assets.
Evans joined Ameriprise for the opportunity to be independent and
align with a client-focused firm. With the transition, Evans
operates as a member of The McCulla Group, an Ameriprise
practice led by private wealth advisor Matthew McCulla,
CFP®.
Evans and McCulla met five years ago and realized they shared
similar values, starting with their deep commitment to serving
clients. Evans began exploring options for moving his practice and
realized after an in-depth search that joining Ameriprise would
unlock opportunities to build his book of business while providing
an outstanding experience to his clients. He also discovered that
teaming up with McCulla would provide benefits to both advisors,
enabling them to expand their client base while increasing
operational efficiency.
Reflecting on his move, Evans said, “Ameriprise offers excellent
client-facing technology and a broad array of products and services
to meet clients’ unique protection needs. Additionally, the firm
provides the independence to control how I provide client service
and define the goals for my business.”
“For entrepreneurially-minded advisors like Reid, we are the
firm of choice because we commit our time, energy, and resources to
helping advisors grow according to their unique practice visions,”
said Manish Dave, Ameriprise Senior Vice President of
Business Development and Experienced Advisor Recruiting. “We have
invested heavily in making it easy for independent advisors to do
business with clients and grow exponentially.”
The McCulla Group was established in 2014 and manages $150
million in client assets. The team also includes office manager
Amy Bollinger, and financial planning assistant Sarah
Appleget.
Ameriprise has continued to attract experienced, productive
advisors, with approximately 1,700 joining the firm in the last 5
years.1 To find out why experienced financial advisors are joining
Ameriprise, visit ameriprise.com/why.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel
confident about their financial future for more than 125 years.
With extensive advisory, asset management and insurance
capabilities and a nationwide network of approximately 10,000
financial advisors, we have the strength and expertise to serve the
full range of individual and institutional investors' financial
needs.
Certified Financial Planner Board of Standards Inc. owns the
certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and
federally registered CFP (with flame design) in the U.S., which it
awards to individuals who successfully complete CFP Board’s initial
and ongoing certification requirements.
Ameriprise Financial Services, LLC is an Equal Opportunity
Employer.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2021 Ameriprise Financial, Inc. All rights reserved.
1 Ameriprise Financial 2020 10-K.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20211012005776/en/
Stephanie Siegle, Media Relations 612.671.2593
stephanie.siegle@ampf.com
Grafico Azioni Ameriprise Financial (NYSE:AMP)
Storico
Da Mar 2024 a Apr 2024
Grafico Azioni Ameriprise Financial (NYSE:AMP)
Storico
Da Apr 2023 a Apr 2024