Financial Advisor Joins Ameriprise Financial for Opportunity to Provide Outstanding, Client-Centric Experience

Rhea-AI Summary

Jim Whitehead, a seasoned financial advisor with over 21 years of experience, has joined Ameriprise Financial (AMP) from Securian Financial Services in Memphis, TN. His decision was influenced by Ameriprise’s strong reputation for client-centric financial planning and its advanced technological support. Whitehead aims to enhance client experiences and intends to expand his team to serve more individuals and businesses in the Memphis area. He emphasized the importance of tailored financial advice and fostering strong client relationships as key components of his practice.

Positive

• Jim Whitehead's expertise will enhance Ameriprise’s client offerings.
• Expansion plans for the team could lead to increased clientele and market presence.

Negative

• None.

Jim Whitehead says Ameriprise’s capabilities will help him serve clients more comprehensively and expand his practice

MEMPHIS, Tenn.--(BUSINESS WIRE)-- Jim Whitehead, CFP^®, RICP^®, CEPA^® joined Ameriprise Financial, Inc. from Securian Financial Services, Inc. in Memphis. Whitehead carefully considered a variety of firms, and selected Ameriprise because of the firm’s reputation for an outstanding client experience that is grounded in financial advice and empowered by cutting-edge technology.

Jim Whitehead, CFP®, RICP®, CEPA® joined Ameriprise Financial, Inc. in Memphis for the opportunity to provide an outstanding, client-centric experience. Photo courtesy of Jim Whitehead.

Reflecting on his move, Whitehead said, “I came to Ameriprise because of the firm’s strong reputation for financial planning and putting clients first. I want to provide top-of-the-line client experiences to help the people I care about achieve their goals. When I saw everything Ameriprise had to offer, I knew our partnership will arm me with the tools to serve my clients at the ultimate level.”

Whitehead, whose practice also includes support staff Melody Shettles and Aubrey Ford, plans to expand his team with additional advisors and staff in the coming years. The added capacity, coupled with Ameriprise’s capabilities, will allow him to serve more individuals, families, and small businesses throughout the Memphis community.

Whitehead has more than 21 years of experience serving clients. As a financial advisor, Whitehead provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. For more information, visit his website at Jim Whitehead, Financial Advisor in Memphis, TN (ameripriseadvisors.com).

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel 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 advisors¹, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^TM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

¹ Ameriprise Financial Q4 2022 Earnings Release.

View source version on businesswire.com: https://www.businesswire.com/news/home/20230215005633/en/

Stephanie Siegle

(612) 671-2593

Source: Ameriprise Financial, Inc.

FAQ

Who is Jim Whitehead and what is his role at Ameriprise Financial?

Jim Whitehead is a financial advisor with over 21 years of experience who joined Ameriprise Financial to enhance client experiences.

What motivated Jim Whitehead to join Ameriprise Financial (AMP)?

Jim Whitehead chose Ameriprise for its strong reputation in financial planning and commitment to client service.

What are Jim Whitehead's plans at Ameriprise Financial?

Whitehead plans to expand his practice by adding more advisors and support staff to serve the Memphis community better.

Where did Jim Whitehead work before joining Ameriprise Financial?

Jim Whitehead previously worked at Securian Financial Services before joining Ameriprise Financial.