Ameriprise Financial Welcomes Dawn Wolfgram as Field Vice President, Leading 385 Advisors in Indiana and Illinois

Rhea-AI Summary

Ameriprise Financial has appointed Dawn Wolfgram as Field Vice President, overseeing 385 independent advisors in Indiana and Illinois managing $31.5 billion in client assets. With over 30 years in wealth management, Wolfgram emphasizes the firm's commitment to advisor growth and support for women in finance. Her predecessor, Trish Moll, now leads the Mid-America region. Ameriprise has over 10,000 advisors, providing comprehensive financial services for over 125 years.

Positive

• Appointment of Dawn Wolfgram as Field Vice President brings experienced leadership.
• Wolfgram's experience in wealth management supports growth and advisor development.
• Focus on supporting women in financial advisory roles enhances diversity.

Negative

• None.

Wolfgram was drawn to the client-centric culture of Ameriprise and the firm’s commitment to helping advisors grow their practices

MINNEAPOLIS--(BUSINESS WIRE)-- Ameriprise Financial, Inc. (NYSE: AMP) has named Dawn Wolfgram, CLF^® as a new Field Vice President to lead 385 independent advisors located in Indiana and Illinois who manage a combined $31.5 billion in client assets. Wolfgram has more than 30 years of experience in the wealth management industry and most recently served as a Regional Managing Director at Principal Financial.

Ameriprise Financial, Inc. has named Dawn Wolfgram, CLF® as a new Field Vice President to lead independent advisors located in Indiana and Illinois who manage a combined $31.5 billion in client assets. Wolfgram has more than 30 years of experience in the wealth management industry. Photo courtesy of Dawn Wolfgram.

Reflecting on the move, Wolfgram said, “Ameriprise has a reputation for helping advisors grow their practices at paces that exceed industry norms, and it’s clear why. The firm has invested significantly in coaching programs, technology, financial planning capabilities, leadership support and partnerships with corporate office experts to help advisors build strong and successful practices while delivering their best for clients.”

“Ameriprise also is tremendously supportive of women advisors, and I share the firm’s passion about helping more women find meaningful careers in our industry,” Wolfgram added.

Trish Moll previously held Wolfgram’s role. Moll was promoted in 2021 to Ameriprise Regional Vice President and now leads Wolfgram and the rest of the Mid-America region. “Dawn’s impressive tenure and reputation for driving results made her the best candidate for this role. She has a proven track record for helping advisors achieve the next level of success in their businesses while also elevating the client experience. She’s only been with Ameriprise a few short months and has already made a meaningful difference for the advisors in her territory. I'm thrilled to have her on my leadership team.”

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With a network of approximately 10,000 financial advisors and outstanding asset management, advisory and insurance capabilities, we have the strength and expertise to serve the full range of consumer financial needs. For more information, visit ameriprise.com.

Ameriprise Financial Services, LLC is an Equal Opportunity Employer. Ameriprise Financial cannot hire individuals into the financial advisor position who are not legally authorized to work in the U.S. or who require or will require sponsorship for employment visa status.

Investment advisory products are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

Ameriprise Financial Services, LLC., Member FINRA and SIPC

© 2022 Ameriprise Financial, Inc. All rights reserved.

View source version on businesswire.com: https://www.businesswire.com/news/home/20220428006013/en/

Stephanie Siegle

Ameriprise Financial

(612) 671-2593

Source: Ameriprise Financial

FAQ

Who is the new Field Vice President of Ameriprise Financial?

Dawn Wolfgram has been named the new Field Vice President of Ameriprise Financial.

What regions will Dawn Wolfgram oversee?

Dawn Wolfgram will lead independent advisors in Indiana and Illinois.

How much client assets do the advisors in Wolfgram's territory manage?

The advisors in Dawn Wolfgram's territory manage a combined $31.5 billion in client assets.

What is Dawn Wolfgram's experience in the wealth management industry?

Dawn Wolfgram has over 30 years of experience in the wealth management industry.

What is Ameriprise Financial's focus on women advisors?

Ameriprise Financial is committed to supporting women advisors and promoting diversity in the industry.