High-Touch Support and Leading Technology Capabilities Bring Four Advisors to Ameriprise
Ameriprise Financial (NYSE: AMP) welcomed four new advisors with a total of $295 million in client assets. Ross Perkins, who moved from UBS, brings $135 million, while Thomas Rodman, Maureen Cioppi-Grill, and Paul Teufel joined from Morgan Stanley, contributing $160 million. They cited Ameriprise's robust support, technology, and commitment to clients as key factors in their decision. The recruitment underscores Ameriprise's appeal, with over 4,300 advisors joining since 2008.
- Acquisition of four advisors adds $295 million in client assets, enhancing overall asset management portfolio.
- Advisors cite high-touch support and advanced technology at Ameriprise as benefits, indicating strong service capabilities.
- Continued growth in advisor recruitment, with over 4,300 joining since 2008, reflects positive market positioning.
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MINNEAPOLIS--(BUSINESS WIRE)--Ameriprise Financial, Inc. (NYSE: AMP) recently added four advisors to its employee channel with
UBS Advisor moves to Ameriprise to take advantage of the firm’s support approach Perkins, who joined Ameriprise in Carmel, Indiana from UBS, knew it was a big decision to make a move but decided now was the time. “I wanted a place I felt I could spend the rest of my career at, and Ameriprise felt like that firm. I now have a support system in place that allows me to integrate new technology into my practice,” he said.
Perkins is supported by Ameriprise branch manager Jeff Hodges. “We are excited to have Ross join our office. We have a strong, dynamic team supporting him to make a smooth transition, he’s thrilled that the firm’s capabilities are making a meaningful difference in his practice,” said Hodges. Perkins has
Advisors from Morgan Stanley find more capabilities and efficiency at Ameriprise
“We knew Ameriprise was the right firm for us because of their longstanding commitment to clients and reliable technology capabilities that are critical as we’re meeting with more clients virtually due to the pandemic,” said Rodman. “With Ameriprise’s technology, we’ve been able to be more efficient with our time while maintaining the strong client relationships that we’ve had for decades.”
“We are thrilled with the wealth management and financial planning tools here. Ameriprise’s platform is more sophisticated and has the capabilities to help us meet our clients’ needs,” added Cioppi-Grill.
Rodman, Grill & Associates is located in Conshohocken, Pennsylvania and manages
More than 4,300 financial advisors have joined Ameriprise since 2008.1 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 confident about their financial future for more than 125 years. With extensive advisory, 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. For more information, or to find an Ameriprise financial advisor, visit ameriprise.com.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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1 Company data as of Q2 2020.
