Powerful New Platform Attracts LPL Advisors to Ameriprise’s Financial Institutions Channel
Financial advisors Matt Griffin and Jason Driver have joined Ameriprise Financial Institutions Group, bringing in $149 million in client assets. Their advisory team, Steward Concepts, will collaborate with Family Trust Credit Union in Rock Hill, SC. Griffin praised Ameriprise's integrated technology, which enhances client interaction through video chats and mobile transactions. The CFO of Family Trust highlighted Ameriprise's transparency and efficiency. The firm aims to elevate financial services nationwide, supported by its Financial Institutions Group established post-acquisition of Investment Professionals, Inc.
- Acquisition of $149 million in client assets enhances company portfolio.
- Partnership with Family Trust Credit Union expands Ameriprise's reach in South Carolina.
- Integrated technology platform improves client engagement and operational efficiency.
- None.
MINNEAPOLIS--(BUSINESS WIRE)--Financial advisors Matt Griffin and Jason Driver recently joined the Ameriprise Financial Institutions Group (AFIG) from LPL with
“When I started my search for a new broker-dealer, my priority was finding a firm that would be a good fit for my practice and Family Trust Credit Union,” said Griffin. “Ameriprise stood out among competitors because of the firm’s truly integrated technology platform that makes collaboration with clients easy. I was impressed that clients can video chat with me, move money and execute trades—all through Ameriprise’s app. And it was clear the leaders at Ameriprise are aligned with our vision to take our practice to the next level by expanding our services across the country.”
“Ameriprise’s new platform and structure is materially different from others in the industry,” said Susan McCarver, senior vice president and chief financial officer of Family Trust Credit Union. “The firm brings transparency and stability in the way they serve their partners through a sophisticated program that will help us elevate the experience for our members and, at the same time, reduce back-office costs.”
Griffin and Driver joined Ameriprise along with chief of staff and client service associate Catherine Lieber and client service associates David Casey and Earl Mason.
Jay McAnelly, Ameriprise group vice president – AFIG, supports the team. “Matt and his team are focused on growth and providing outstanding service to their clients and Family Trust Credit Union members,” said McAnelly. “We have the tools, resources and leadership support to help make his team’s vision a reality.”
Ameriprise formed its Financial Institutions Group after acquiring Investment Professionals, Inc. (IPI) in 2017. Leveraging Ameriprise’s strength as a wealth manager and IPI’s expertise in serving the financial institutions market, the AFIG channel specializes in the on-site delivery of investment programs to banks and credit unions.
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.
Not Federally Insured |
No Financial Institution Guarantee |
May Lose Value |
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial and the financial institution are not affiliated
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
© 2020 Ameriprise Financial, Inc. All rights reserved.
