Advisor Team with $250 Million Joins Ameriprise From LPL for Enhanced Planning Capabilities, Support and Technology
2024年7月23日 - 2:45AM
ビジネスワイヤ(英語)
Monumental Financial Planning says they are
“excited to leverage Ameriprise's vast resources and
industry-leading solutions to serve clients more
comprehensively”
Private Wealth Advisor John Cortale recently joined the
independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from
LPL Financial in Washington D.C. with $250 million in client
assets. Cortale’s practice operates under the name Monumental
Financial Planning (formerly The Cortale Group) and includes
financial advisors John Martin Moran and Nina
Kamrani, client service manager Adam Mirza and client
service coordinator Omaid Omar.
Cortale and team joined Ameriprise for enhanced financial
planning capabilities, greater firm support and fully-integrated
technology. They were also drawn to the firm’s integrity and
client-centric values.
The move underscores the team’s commitment to enhancing their
client experience and delivering even greater value. "Our decision
to join forces with Ameriprise Financial was driven by our
unwavering dedication to giving the best possible experience to
clients," said Cortale. "We are excited to leverage Ameriprise's
vast resources and industry-leading solutions to better serve our
clients and help them achieve their financial goals."
At Ameriprise, Monumental Financial Planning can offer a broad
range of investment options and solutions tailored to clients'
unique needs. "We are confident that our partnership with
Ameriprise will empower us to continue delivering the personalized
attention and holistic financial solutions that our clients want
and need," added Cortale.
The team is supported locally by Ameriprise franchise field vice
president Athena McGuire and Ameriprise regional vice
president Tom North.
Ameriprise has continued to attract experienced, productive
financial advisors, with more than 400 advisors moving their
practices to Ameriprise in 2023 and approximately 1,700 joining the
firm in the last 5 years.1 To find out why experienced financial
advisors are joining Ameriprise, visit ameriprise.com/why.
About the Ameriprise Ultimate Advisor Partnership
The Ameriprise Ultimate Advisor Partnership offers a
differentiated experience for advisors that helps them accelerate
growth while delivering an excellent client experience. Combined
with the company’s culture of support and independence, the
Ultimate Advisor Partnership enables advisors to scale their
businesses, deepen client relationships and drive referrals for
future growth.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel
confident about their financial future for 130 years. With
extensive investment advice, asset management and insurance
capabilities and a nationwide network of approximately 10,000
financial advisors2, we have the strength and expertise to serve
the full range of individual and institutional investors' financial
needs.
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.
Securities offered by Ameriprise Financial Services, LLC. Member
FINRA and SIPC.
©2024 Ameriprise Financial, Inc. All rights reserved.
1 Ameriprise Financial 2023 10-K. 2 Ameriprise Financial Q1 2024
Earnings Release.
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version on businesswire.com: https://www.businesswire.com/news/home/20240722981297/en/
Alison Mueller, Media Relations 612-678-7183
alison.g.mueller@ampf.com
Ameriprise Financial (NYSE:AMP)
過去 株価チャート
から 6 2024 まで 7 2024
Ameriprise Financial (NYSE:AMP)
過去 株価チャート
から 7 2023 まで 7 2024