Ameriprise Team Attracts 40-Year Industry Veteran with Nearly $100 Million in Assets
Ameriprise recently welcomed Gary Presslaff, a 40-year veteran in financial services, to its independent practice, Monumental Financial Planning, in Washington D.C. Presslaff, who manages nearly $100 million in client assets, previously worked with LPL Financial. This move follows the addition of John Cortale and his team to Ameriprise in May 2024, aiming to grow their practice and enhance service quality.
Presslaff expressed enthusiasm about joining Ameriprise, citing the firm's advanced technology and innovative planning strategies. Cortale highlighted Presslaff's extensive knowledge and dedication to client success. Monumental Financial Planning currently manages over $350 million in assets with a team of four advisors and two support staff.
Ameriprise has been successful in attracting experienced advisors, with over 400 advisors joining in 2023 and around 1,700 in the past five years.
Ameriprise ha recentemente accolto Gary Presslaff, un veterano con 40 anni di esperienza nei servizi finanziari, nella sua pratica indipendente, Monumental Financial Planning, a Washington D.C. Presslaff, che gestisce quasi 100 milioni di dollari in asset dei clienti, ha precedentemente lavorato con LPL Financial. Questa mossa segue l'aggiunta di John Cortale e del suo team in Ameriprise nel maggio 2024, con l'obiettivo di far crescere la loro pratica e migliorare la qualità del servizio.
Presslaff ha espresso entusiasmo per l'ingresso in Ameriprise, sottolineando la tecnologia avanzata e le strategie di pianificazione innovative dell'azienda. Cortale ha evidenziato la vasta conoscenza di Presslaff e la sua dedizione al successo dei clienti. Monumental Financial Planning gestisce attualmente oltre 350 milioni di dollari in asset con un team di quattro consulenti e due membri del personale di supporto.
Ameriprise ha avuto successo nell'attrarre consulenti esperti, con oltre 400 consulenti che si sono uniti nel 2023 e circa 1.700 negli ultimi cinque anni.
Ameriprise recientemente dio la bienvenida a Gary Presslaff, un veterano de 40 años en servicios financieros, a su práctica independiente, Monumental Financial Planning, en Washington D.C. Presslaff, quien gestiona casi 100 millones de dólares en activos de clientes, trabajó anteriormente con LPL Financial. Este movimiento sigue a la incorporación de John Cortale y su equipo a Ameriprise en mayo de 2024, con el objetivo de hacer crecer su práctica y mejorar la calidad del servicio.
Presslaff expresó su entusiasmo por unirse a Ameriprise, mencionando la tecnología avanzada de la firma y sus estrategias innovadoras de planificación. Cortale destacó el extenso conocimiento y la dedicación de Presslaff al éxito del cliente. Monumental Financial Planning actualmente gestiona más de 350 millones de dólares en activos con un equipo de cuatro asesores y dos personal de apoyo.
Ameriprise ha tenido éxito al atraer asesores experimentados, con más de 400 asesores que se unieron en 2023 y alrededor de 1,700 en los últimos cinco años.
Ameriprise는 최근 Gary Presslaff를 재무 서비스 분야에서 40년 경력을 가진 전문가로 독립적으로 운영되는 Monumental Financial Planning에 영입했습니다. 워싱턴 D.C.에 위치한 Presslaff는 고객 자산 거의 1억 달러를 관리하고 있으며, 이전에는 LPL Financial에서 근무했습니다. 이 결정은 2024년 5월에 John Cortale와 그의 팀이 Ameriprise에 합류한 후에 이루어졌으며, 이는 그들의 업무를 확장하고 서비스 품질을 향상하기 위한 것입니다.
Presslaff는 Ameriprise에 합류하게 된 것에 대해 큰 열정을 표했으며, 회사의 첨단 기술과 혁신적인 계획 전략을 강조했습니다. Cortale은 Presslaff의 폭넓은 지식과 고객 성공에 대한 헌신을 강조했습니다. Monumental Financial Planning은 현재 네 명의 고문과 두 명의 지원 직원과 함께 3억 5천만 달러 이상의 자산을 관리하고 있습니다.
Ameriprise는 2023년에 400명 이상의 경험이 풍부한 고문을 영입하며, 지난 5년간 약 1,700명의 고문이 합류하는 성과를 거두었습니다.
Ameriprise a récemment accueilli Gary Presslaff, un vétéran de 40 ans dans les services financiers, dans sa pratique indépendante, Monumental Financial Planning, à Washington D.C. Presslaff, qui gère près de 100 millions de dollars d'actifs clients, a auparavant travaillé avec LPL Financial. Ce mouvement fait suite à l'ajout de John Cortale et de son équipe à Ameriprise en mai 2024, dans le but de développer leur pratique et d'améliorer la qualité du service.
Presslaff a exprimé son enthousiasme à rejoindre Ameriprise, citant la technologie avancée de l’entreprise et ses stratégies de planification innovantes. Cortale a souligné la vaste connaissance de Presslaff et son dévouement au succès de ses clients. Monumental Financial Planning gère actuellement plus de 350 millions de dollars d'actifs avec une équipe de quatre conseillers et deux membres du personnel de soutien.
Ameriprise a réussi à attirer des conseillers expérimentés, avec plus de 400 conseillers ayant rejoint en 2023 et environ 1 700 au cours des cinq dernières années.
Ameriprise hat kürzlich Gary Presslaff begrüßt, einen Veteranen mit 40 Jahren Erfahrung im Finanzdienstleistungsbereich, in seiner unabhängigen Praxis, Monumental Financial Planning, in Washington D.C. Presslaff, der fast 100 Millionen Dollar an Kundenvermögen verwaltet, arbeitete zuvor bei LPL Financial. Dieser Schritt folgt der Aufnahme von John Cortale und seinem Team bei Ameriprise im Mai 2024, mit dem Ziel, ihre Praxis auszubauen und die Servicequalität zu verbessern.
Presslaff äußerte seine Begeisterung über den Beitritt zu Ameriprise, wobei er die fortschrittliche Technologie und die innovativen Planungsstrategien des Unternehmens lobte. Cortale hob Presslaffs umfangreiches Wissen und seine Hingabe an den Erfolg der Kunden hervor. Monumental Financial Planning verwaltet derzeit über 350 Millionen Dollar an Vermögenswerten mit einem Team von vier Beratern und zwei unterstützenden Mitarbeitern.
Ameriprise war erfolgreich darin, erfahrene Berater zu gewinnen, wobei 2023 über 400 Berater und in den letzten fünf Jahren rund 1.700 Berater hinzukamen.
- Gary Presslaff, a 40-year industry veteran, joins Ameriprise, bringing nearly $100 million in assets.
- Monumental Financial Planning, part of Ameriprise, manages over $350 million in client assets.
- Ameriprise attracted over 400 advisors in 2023 and approximately 1,700 in the last five years.
- None.
Insights
The addition of Gary Presslaff to Ameriprise's Monumental Financial Planning team represents a modest but strategic acquisition of assets under management (AUM). The
While this individual advisor transition is relatively small compared to Ameriprise's total operations, it reflects the company's successful recruitment strategy, having attracted over 400 advisors in 2023 alone. This steady pipeline of experienced advisors helps Ameriprise maintain competitive growth in the wealth management sector, particularly important as established advisors often bring stable, long-term client relationships and recurring revenue streams.
The transition also highlights Ameriprise's ability to compete effectively against rivals like LPL Financial in the independent advisor space, where technology infrastructure and support services are key differentiators in attracting talent.
Five months after joining Ameriprise, Monumental Financial Planning adds financial advisor Gary Presslaff from LPL Financial
“Joining Ameriprise and Monumental Financial Planning gives me an exciting opportunity to be part of a collaborative team committed to supporting both clients and each other,” said Presslaff. “I was drawn to the firm’s advanced technology, innovative planning strategies and focus on ensuring clients receive top-tier service in an ever-evolving financial landscape.”
“Having previously collaborated with
Monumental Financial Planning currently manages over
Ameriprise has continued to attract experienced, productive financial advisors, with more than 400 advisors moving their practices to Ameriprise in 2023 and 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 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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in
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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
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1 Ameriprise Financial 2023 10-K.
2 Ameriprise Financial Q2 2024 Earnings Release.
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Allison Harries, Media Relations
612.678.7035
allison.h.harries@ampf.com
Source: Ameriprise Financial, Inc.
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