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Father-Son Duo Joins Ameriprise with $330 Million in Assets
Rhea-AI Impact
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Rhea-AI Sentiment
(Very Positive)
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Rhea-AI Summary
Harry Slade III and Harry Slade IV have joined Ameriprise Financial (NYSE: AMP) to enhance their wealth management services in Ellicott City, Md.. The father-son duo brings over 33 years of combined experience and manages $330 million in assets under the new practice name Ellicott Mills Wealth Management. Their decision to switch firms was driven by the need for flexibility and enhanced client services, utilizing Ameriprise's advanced technology and financial planning tools. The team emphasizes their commitment to multi-generational client relationships and community involvement.
With approximately 1,700 advisors joining Ameriprise in the past five years, the firm continues to attract experienced professionals committed to client service.
Positive
Father-son team brings over 33 years of combined experience to Ameriprise.
$330 million in assets managed under Ellicott Mills Wealth Management.
Access to advanced technology and financial planning tools offered by Ameriprise will enhance client services.
Focus on multi-generational client relationships positions the firm for long-term growth.
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Harry Slade III and Harry Slade IV joined Ameriprise for the flexibility to expand their practice and serve clients across multiple generations
MINNEAPOLIS--(BUSINESS WIRE)--
Father-son team Harry Slade III and Harry Slade IV recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) serving multiple generations in Ellicott City, Md. Slade III, a 25-year industry veteran and Slade IV, who has served clients as an advisor for the past eight years, joined from Edward Jones and manage approximately $330 million in assets. The practice will operate as Ellicott Mills Wealth Management and is supported by client service associates Lynda Day, Stacy Fernen and Shawn Kramer.
“We’re a fourth-generation practice with deep roots in Ellicott City going back 125 years,” said Slade III. “At the same time, we’ve always had an eye on the future and wanted more control and flexibility in how we manage our business. Switching firms was not a decision we took lightly, but ultimately, Ameriprise was the right choice to support our vision. As the industry continues to evolve, we’re focused on growing our practice and creating a legacy that can best support our clients for years to come.”
The father and son duo are especially excited about the technology and financial planning capabilities provided by Ameriprise that are already helping them elevate their client offering. “We’re passionate about building lasting relationships with our clients, many of whom we’ve been working with for multiple generations,” said Slade IV. “We’re particularly excited about the opportunity to provide customized financial planning and advice for clients of all asset levels. The fully integrated technology suite at Ameriprise streamlines many of our day-to-day administrative tasks, freeing up our time to go deeper with clients and help them navigate the complexities within their financial situations – ultimately positioning us to provide a more tailored and impactful level of service.”
Ameriprise complex directorEd Eckenroad and branch managerKaren Burkhart support the team.
“We’re always looking to add quality advisors who are passionate about their work, and the clients and communities they serve – and that’s this father-and-son team to a tee,” said Burkhart. “By joining Ameriprise, they are able to work as true partners, which is key to serving their clients for years to come.”
As part of the transition, the Slade team will move into a new branch office in the Ellicott City area, which holds great significance to the Slade’s as they are avid outdoorsmen with a deep commitment to their community. Slade III is involved with the Kiwanis Club of Ellicott City and Farmers Feeding the Hungry. Slade IV is on the board of Friends of Patapsco Valley, a nonprofit organization focused on preservation of the valley’s natural resources.
Ameriprise has continued to attract experienced, productive financial advisors, with approximately 1,700 joining the firm in the last 5 years.1 Nine out of ten advisors who joined Ameriprise say the firm’s technology, financial planning capabilities and ability to acquire clients is better than their previous firm.2 To find out why experienced financial advisors are joining Ameriprise, visit ameriprise.com/why.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel more 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 advisors3, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
2Ameriprise asked experienced advisors who moved their book of business to the firm in the last one-to-five years to compare its support, resources, and capabilities to their previous firm and state their satisfaction with their experience. The survey results identified the top ways Ameriprise stands out compared to competitors. 294 advisors responded to the “Ultimate Advisor Partnership” survey, which was conducted in November 2021.
3 Ameriprise asked experienced advisors who moved their book of business to the firm in the last one-to-five years to compare its support, resources, and capabilities to their previous firm and state their satisfaction with their experience. The survey results identified the top ways Ameriprise stands out compared to competitors. 294 advisors responded to the “Ultimate Advisor Partnership” survey, which was conducted in November 2021.
