Eight Ameriprise Financial Advisors Named to Barron’s “Top 100 Women Financial Advisors” List

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Ameriprise Financial (NYSE: AMP) announced that eight of its advisors were named to Barron’s “Top 100 Women Financial Advisors” list for 2024. This recognition is based on professionalism and business success. Honorees include:

• Nancy Daoud (CEO, Opus: Advice First, CT)
• Susan Kim (Managing Partner, Kim, Hopkins & Associates, VA)
• Jennifer Marcontell (Managing Member, Marcontell Wealth Management, TX)
• Charla McIntyre Fields (Fields Wealth Management, TX)
• Kim Orth (Orth Financial Group, DE)
• Geri Pell (CEO, Pell Wealth Partners, NY)
• Gail Reid (President, Castlewatch Wealth, CA)
• Michelle Young (President, Confetti Wealth, MN)

Bill Williams, EVP of Ameriprise, commended the advisors for their professionalism and dedication. Ameriprise supports women advisors through initiatives like the Women’s Interest Network, Women’s Global Leadership Academy, and Career Compass events.

MINNEAPOLIS--(BUSINESS WIRE)-- Ameriprise Financial (NYSE: AMP) today announced that eight of the firm’s financial advisors were named to Barron’s list of the “Top 100 Women Financial Advisors” in the country. Barron’s recognizes the industry’s top women advisors based on several factors, including levels of professionalism and success in the business. The rankings are created by data provided by thousands of the nation’s most successful women advisors.

Ameriprise advisors named to the 2024 Barron’s “Top 100 Women Financial Advisors” list:

• Nancy Daoud, Private Wealth Advisor and CEO of Opus: Advice First in Oxford, Connecticut
• Susan Kim, Private Wealth Advisor and Managing Partner of Kim, Hopkins & Associates in Vienna, Virginia
• Jennifer Marcontell, Private Wealth Advisor and Managing Member of Marcontell Wealth Management in Mont Belvieu, Texas
• Charla McIntyre Fields, Private Wealth Advisor at Fields Wealth Management in Hurst, Texas
• Kim Orth, Private Wealth Advisor at Orth Financial Group in Wilmington, Delaware
• Geri Pell, Private Wealth Advisor and CEO of Pell Wealth Partners in Rye Brook, New York
• Gail Reid, Private Wealth Advisor and President of Castlewatch Wealth in Glendale, California
• Michelle Young, Private Wealth Advisor and President of Confetti Wealth in Edina, Minnesota

“Congratulations to all the advisors recognized by Barron's,” said Bill Williams, Executive Vice President and President of the Ameriprise Independent Advisors channel. “Ameriprise advisors safeguard our clients’ most important dreams. The talented and experienced advisors named to this year’s list have embodied that responsibility and shown true professionalism as stewards of the firm. Ameriprise continually innovates to provide advisors with the leadership support, advanced technology, and investment solutions they need to exceed clients’ highest expectations and grow their practices at impressive rates.”

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 Interest Network (WIN) that offers mentorship opportunities, training, education and networking events to help employees grow in their career.
• Ameriprise Women’s Global Leadership Academy, which is designed to support the ongoing, individual career development goals of women leaders.
• Ameriprise “Career Compass” events aimed at attracting more women into careers in the financial services industry. The events are designed to help women with varying levels of experience explore careers as financial advisors.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for 130 years¹. 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.

¹Company founded June 29, 1894

The full list of Barron’s “Top 100 Women Financial Advisors” can be found at Barron’s.com.

Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved.

Ameriprise Financial Services, LLC is an Equal Opportunity Employer.

Ameriprise Financial cannot guarantee future financial results.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240807194024/en/

Stephanie Siegle, Media Relations

612.671.2593

Stephanie.Siegle@ampf.com

Source: Ameriprise Financial, Inc.

FAQ

Who from Ameriprise Financial was named to Barron’s “Top 100 Women Financial Advisors” list?

Eight advisors from Ameriprise Financial were named, including Nancy Daoud, Susan Kim, Jennifer Marcontell, Charla McIntyre Fields, Kim Orth, Geri Pell, Gail Reid, and Michelle Young.

What criteria does Barron’s use for the “Top 100 Women Financial Advisors” list?

Barron’s bases their rankings on factors such as levels of professionalism and success in the business.

What initiatives does Ameriprise Financial have to support women advisors?

Ameriprise supports women advisors through initiatives like the Women’s Interest Network, Women’s Global Leadership Academy, and Career Compass events.

What is the stock symbol for Ameriprise Financial?

The stock symbol for Ameriprise Financial is AMP.

Who congratulated the Ameriprise advisors recognized by Barron’s?

Bill Williams, Executive Vice President of Ameriprise Independent Advisors channel, congratulated the advisors.