Client Focus and Independence Attracts Advisor Reid Evans to Ameriprise
MINNEAPOLIS–(Business enterprise WIRE)–Monetary advisor Reid Evans not too long ago joined the impartial channel of Ameriprise Money, Inc. (NYSE: AMP) from Raymond James in Pella, Iowa with $120 million in customer belongings. Evans joined Ameriprise for the option to be unbiased and align with a shopper-targeted company. With the transition, Evans operates as a member of The McCulla Group, an Ameriprise apply led by personal wealth advisor Matthew McCulla, CFP®.
Evans and McCulla achieved 5 several years back and understood they shared very similar values, beginning with their deep commitment to serving consumers. Evans started exploring alternatives for going his apply and understood immediately after an in-depth research that joining Ameriprise would unlock chances to construct his e-book of organization though offering an excellent knowledge to his consumers. He also found that teaming up with McCulla would offer positive aspects to each advisors, enabling them to grow their consumer foundation even though growing operational performance.
Reflecting on his go, Evans reported, “Ameriprise gives great consumer-dealing with technologies and a broad array of merchandise and services to meet up with clients’ special defense requires. On top of that, the agency offers the independence to handle how I present client service and define the targets for my small business.”
“For entrepreneurially-minded advisors like Reid, we are the business of option since we commit our time, strength, and methods to encouraging advisors increase in accordance to their one of a kind practice visions,” explained Manish Dave, Ameriprise Senior Vice President of Company Progress and Seasoned Advisor Recruiting. “We have invested heavily in creating it quick for independent advisors to do enterprise with customers and increase exponentially.”
The McCulla Team was proven in 2014 and manages $150 million in shopper property. The group also includes business office manager Amy Bollinger, and monetary setting up assistant Sarah Appleget.
Ameriprise has continued to bring in seasoned, productive advisors, with around 1,700 joining the organization in the past 5 yrs.1 To discover out why seasoned money advisors are signing up for Ameriprise, take a look at ameriprise.com/why.
About Ameriprise Money
At Ameriprise Monetary, we have been supporting persons come to feel self-assured about their monetary foreseeable future for extra than 125 many years. With comprehensive advisory, asset management and insurance coverage abilities and a nationwide network of close to 10,000 financial advisors, we have the strength and abilities to serve the total assortment of personal and institutional investors’ economical requires.
Accredited Monetary Planner Board of Benchmarks Inc. owns the certification marks CFP®, Accredited Economic PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to folks who efficiently complete CFP Board’s first and ongoing certification requirements.
Ameriprise Money Solutions, LLC is an Equal Opportunity Employer.
Ameriprise Economical Providers, LLC. Member FINRA and SIPC.
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1 Ameriprise Monetary 2020 10-K.
