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135 Ameriprise Financial Advisors Named to the Forbes Top Women Wealth Advisors Best-In-State List

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Ameriprise Financial (NYSE: AMP) announced that 135 of its financial advisors were recognized in Forbes' "Top Women Wealth Advisors Best-In-State" list, highlighting their ethical standards, professionalism, and client retention. Pat O’Connell, EVP, praised the achievements of these women, emphasizing their commitment to exceptional client service. Ameriprise's strategy focuses on supporting women in finance through initiatives like the Women’s Empowerment Network and Advisor Summits. With over 125 years of experience, Ameriprise aims to meet the diverse financial needs of individual and institutional investors, supported by a network of around 10,000 advisors.

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  • 135 financial advisors recognized in Forbes' Top Women Wealth Advisors list.
  • Commitment to supporting women advisors through mentorship and training programs.
  • Partnership with recognized women advisors enhances client service.
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MINNEAPOLIS--(BUSINESS WIRE)-- Ameriprise Financial Inc. (NYSE: AMP) today announced that 135 of its financial advisors were named to the Forbes “Top Women Wealth Advisors Best-In-State” list. Forbes recognizes the industry’s top women advisors according to several factors, which include levels of ethical standards, professionalism, success in the business and client retention. The rankings are based on data provided by thousands of the nation’s most productive women advisors.

“We’re thrilled to have such a strong list of Ameriprise women advisors recognized for their outstanding accomplishments by Forbes,” said Pat O’Connell, Executive Vice President and President of the firm’s branch and financial institutions channels. “These talented women have a steadfast commitment to excellence and continuously provide an exceptional experience to their clients. We’re proud to partner with them as they support their clients and grow their businesses.”

Ameriprise is committed to being the firm of choice for women in the financial services industry. As part of its strategy to recruit, retain, develop and engage a diverse workforce, the company invests in and supports women advisors through initiatives including:

  • The Ameriprise Women’s Empowerment (WE) Network that offers mentorship opportunities, training, education and networking events.
  • Ameriprise Women Advisor Summits, which provide meaningful forums for women financial advisors to network and enhance skills that empower them to serve their clients effectively, grow their practices and develop in their careers.

“It is extremely gratifying to work with such a strong group of women that bring leadership, support, trust and guidance not only to their clients but also our firm,” said Bill Williams, Executive Vice President and President of the firm’s independent channel. “These women embody the best of what Ameriprise represents: deep client relationships built on a foundation of trust as they deliver a superior client experience. We’re incredibly excited to continue to partner with and support these women as they grow their practices.”

The full list of Forbes Top Women Financial Advisors can be found at Forbes.com.

Visit forbes.com for additional information about Forbes.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive investment advice, 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.

Source: Forbes, “Forbes Top Women Wealth Advisors Best-In-State” [Feb. 2, 2023]

This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.

Ameriprise Financial Services, LLC is an Equal Opportunity Employer.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

Allison Harries, Media Relations

612-678-7035

Allison.H.Harries@ampf.com

Source: Ameriprise Financial Inc.

FAQ

How many advisors from Ameriprise Financial were recognized by Forbes?

Ameriprise Financial had 135 advisors recognized in Forbes' "Top Women Wealth Advisors Best-In-State" list.

What are the criteria for the Forbes Top Women Wealth Advisors rankings?

The rankings are based on ethical standards, professionalism, and client retention, among other factors.

What initiatives does Ameriprise have to support women in finance?

Ameriprise has initiatives like the Women’s Empowerment Network and Women Advisor Summits to support and empower women advisors.

What is the significance of the recognition from Forbes for Ameriprise Financial?

The recognition enhances Ameriprise's reputation and showcases its commitment to diversity and excellence in client service.

Ameriprise Financial, Inc.

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