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Four Advisors Move to Ameriprise for Digital Financial Planning Capabilities to Enhance Their Client ExperienceAmeriprise Financial, LLC (NYSE: AMP) recently added three advisor practices to its Ameriprise Advisor Group with $379 million in combined client assets. David Moss and Jay Campbell joined from Merrill Lynch with $190 million in client assets in Houston, Texas. Separately, financial advisor and branch manager Larry Padron joined from Stifel with $121 million in client assets in Southlake, Texas. Lastly, Troy Malbon joined from UBS with $68 million in client assets in Portland, Maine.
Ameriprise culture of financial planning attracts advisors to the firm
"We treat our clients like extended members of our family, and we strive to deliver exceptional service and solutions. Ameriprise helps us accomplish this through their financial tools and breadth of resources," said Moss, who has served clients for 25 years. "Ameriprise fit our team culture. We like where they are and where they are going in the financial planning space," said Campbell, who has five years of experience in the industry. "The technology we now have access to has eased our transition and we are excited about how it will help us stay connected with our clients."
Firm's 'technical prowess' brings Larry Padron to Ameriprise to lead Southlake office
"I was intrigued by Ameriprise's technical prowess, and the more I investgated the firm the more I was convinced moving here was the right decision for my clients," said Padron. Padron, who has almost two decades of management experience, will lead eight advisors and three staff members in Ameriprise's Southlake branch. In this role, he is responsible for supporting advisors in creating a referable, efficient, scalable business and recruiting new advisors to the branch. "I'm excited to tell my fellow advisors about the value of serving their clients at Ameriprise," Padron said. "I've recruited many advisors in my career and I've never seen such wide-reaching, customizable support with a transition as I have at Ameriprise."
Technology attracts UBS Advisor to Ameriprise
His branch manager Ben Henchel said, "The level of attentiveness Troy provides to his clients reflects how deeply he cares about them and their success, and we're excited to have him on board. He has been pleased with the level of preparation and high-touch support we provided to quickly transition his practice and likes the decisions the firm is making to continually improve both the client and the advisor experience." 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
Ameriprise Financial Services, LLC is an Equal Opportunity Employer. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial, Inc. All rights reserved. 1 Company data as of Q2 2020.
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