Advisor with $110 Million Joins Ameriprise Financial Citing Impressive Wealth Management Platform and Support Resources
Financial advisor Ronnie Sansom, CFP®, has transitioned to Ameriprise Financial's independent channel from Edward Jones, bringing $110 million in assets to his Andalusia, Alabama practice. The move was motivated by Ameriprise's comprehensive financial planning approach, sophisticated tools, and wealth management platform.
Sansom highlighted three key factors in his decision: the firm's dedication to financial planning, excellent onboarding support during the transition, and extensive investment offerings with integrated technology for customized client service. His practice includes Branch Administrator Karen Philpott and receives local support from Ameriprise Franchise Field Vice President Sabrina Tacheny and Regional Vice President Tres Rouquette.
This addition reflects Ameriprise's continued success in attracting experienced advisors, with approximately 1,700 financial advisors joining the firm in the last 5 years.
Il consulente finanziario Ronnie Sansom, CFP®, è passato al canale indipendente di Ameriprise Financial da Edward Jones, portando con sé $110 milioni in attivi nella sua pratica di Andalusia, Alabama. Questa scelta è stata motivata dall'approccio completo alla pianificazione finanziaria di Ameriprise, dagli strumenti sofisticati e dalla piattaforma di gestione patrimoniale.
Sansom ha sottolineato tre fattori chiave nella sua decisione: la dedizione della società alla pianificazione finanziaria, un eccellente supporto per l'inserimento durante la transizione e un'ampia gamma di opzioni d'investimento con tecnologia integrata per un servizio clienti personalizzato. La sua pratica include l'Amministratore di Filiale Karen Philpott e riceve supporto locale dal Vice Presidente di Franchise di Ameriprise, Sabrina Tacheny, e dal Vice Presidente Regionale Tres Rouquette.
Questa aggiunta riflette il continuo successo di Ameriprise nell'attrarre consulenti esperti, con circa 1.700 consulenti finanziari che si sono uniti all'azienda negli ultimi 5 anni.
El asesor financiero Ronnie Sansom, CFP®, ha pasado al canal independiente de Ameriprise Financial desde Edward Jones, trayendo consigo $110 millones en activos a su práctica en Andalusia, Alabama. Este movimiento fue motivado por el enfoque integral de planificación financiera de Ameriprise, sus herramientas sofisticadas y su plataforma de gestión de patrimonio.
Sansom destacó tres factores clave en su decisión: la dedicación de la firma a la planificación financiera, el excelente soporte de incorporación durante la transición y la amplia oferta de inversiones con tecnología integrada para un servicio al cliente personalizado. Su práctica incluye a la Administradora de Sucursal Karen Philpott y recibe apoyo local del Vicepresidenta de Campo de Franquicia de Ameriprise, Sabrina Tacheny, y del Vicepresidenta Regional Tres Rouquette.
Esta adición refleja el continuo éxito de Ameriprise en atraer asesores experimentados, con aproximadamente 1,700 asesores financieros que se unieron a la firma en los últimos 5 años.
재무 상담사 로니 샌섬, CFP®는 에드워드 존스에서 아메리프라이즈 금융의 독립 채널로 전환하였으며, 앤달루시아, 앨라배마의 자신의 업무에 1억 1천만 달러의 자산을 가져왔습니다. 이 결정은 아메리프라이즈의 포괄적인 재무 계획 접근 방식, 정교한 도구 및 자산 관리 플랫폼에 의해 촉발되었습니다.
샌섬은 자신의 결정에서 세 가지 주요 요소를 강조했습니다: 회사의 재무 계획에 대한 헌신, 전환 중 우수한 온보딩 지원, 맞춤형 고객 서비스를 위한 통합 기술을 갖춘 폭넓은 투자 상품. 그의 실무에는 지점 관리자 카렌 필폿이 포함되어 있으며, 아메리프라이즈 프랜차이즈 필드 부사장 사브리나 타체니와 지역 부사장 트레스 루켓으로부터 지역 지원을 받습니다.
이번 추가는 아메리프라이즈가 경험이 풍부한 상담사를 유치하는 데 지속적인 성공을 거두고 있음을 반영하며, 지난 5년 동안 약 1,700명의 금융 상담사가 이 회사에 합류했습니다.
Le conseiller financier Ronnie Sansom, CFP® a fait la transition vers le canal indépendant d'Ameriprise Financial depuis Edward Jones, apportant 110 millions de dollars d'actifs à sa pratique à Andalusia, Alabama. Ce mouvement a été motivé par l'approche globale de planification financière d'Ameriprise, ses outils sophistiqués et sa plateforme de gestion de patrimoine.
Sansom a souligné trois facteurs clés dans sa décision : le dévouement de l'entreprise à la planification financière, un excellent soutien à l'intégration durant la transition, et une vaste offre d'investissements avec une technologie intégrée pour un service client personnalisé. Sa pratique comprend l'administratrice de la succursale Karen Philpott et reçoit un soutien local de Sabrina Tacheny, Vice-présidente des franchises d'Ameriprise, et de Tres Rouquette, Vice-président régional.
Cette addition reflète le succès continu d'Ameriprise à attirer des conseillers expérimentés, avec environ 1 700 conseillers financiers ayant rejoint la société au cours des 5 dernières années.
Finanzberater Ronnie Sansom, CFP®, hat von Edward Jones zum unabhängigen Kanal von Ameriprise Financial gewechselt und 110 Millionen US-Dollar an Vermögenswerten in seine Praxis in Andalusia, Alabama, mitgebracht. Der Wechsel wurde durch den umfassenden Ansatz von Ameriprise zur Finanzplanung, die anspruchsvollen Werkzeuge und die Vermögensverwaltungsplattform motiviert.
Sansom hob drei wichtige Faktoren bei seiner Entscheidung hervor: die Hingabe des Unternehmens an die Finanzplanung, exzellenten Support bei der Einarbeitung während des Übergangs und umfassende Investitionsangebote mit integrierter Technologie für maßgeschneiderten Kundenservice. Seine Praxis umfasst Filialadministratorin Karen Philpott und erhält lokale Unterstützung von Ameriprise Franchise Field Vice President Sabrina Tacheny und Regional Vice President Tres Rouquette.
Dieser Zuwachs spiegelt den anhaltenden Erfolg von Ameriprise wider, erfahrene Berater anzuziehen, wobei in den letzten 5 Jahren etwa 1.700 Finanzberater dem Unternehmen beigetreten sind.
- Acquisition of advisor with $110 million in assets under management
- Continued success in advisor recruitment with 1,700 advisors joining in 5 years
- None.
Insights
The addition of Ronnie Sansom and his
Three key factors make this development noteworthy for investors: First, advisor transitions often retain
The transition highlights Ameriprise's competitive advantages in advisor support and technology infrastructure. Sansom's emphasis on comprehensive financial planning tools and integrated wealth management platforms aligns with industry trends toward digitalization and personalized service delivery. This continuing ability to attract experienced advisors positions Ameriprise favorably in the ongoing consolidation of the wealth management industry.
Reflecting on the transition, Sansom cited several reasons why Ameriprise was his top choice:
- Financial planning: “The firm’s longstanding focus and dedication to comprehensive financial planning mirrors my own. The sophisticated tools and capabilities offered will allow me to grow my practice without compromising on client care.”
- Onboarding support: “I was confident Ameriprise’s transition team would make the process of moving to a new firm as smooth as possible for my clients and me. We’re two months into the transition and I can say with certainty the hands-on onboarding support has been top-notch.”
- Investment offerings: “Ameriprise provides a wide array of investment products and capabilities to meet the high expectations of my clients and their unique goals for the future. The impressive wealth management platform with integrated, cutting-edge technology makes it easier for me to customize my service to clients down to the individual level.”
The practice is supported locally by Ameriprise Franchise Field Vice President Sabrina Tacheny and Ameriprise Regional Vice President Tres Rouquette.
Ameriprise has continued to attract experienced, productive financial 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 the Ameriprise Ultimate Advisor Partnership
The Ameriprise Ultimate Advisor Partnership offers a differentiated experience for advisors that helps them accelerate growth while delivering an excellent client experience. Combined with the company’s culture of support and independence, the Ultimate Advisor Partnership enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors2, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
1 Ameriprise Financial 2023 10-K.
2 Ameriprise Financial Q4 2024 Earnings Release.
©2025 Ameriprise Financial, Inc. All rights reserved.
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Allison Harries, Media Relations
612.678.7035
allison.h.harries@ampf.com
Source: Ameriprise Financial
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