News releases

MINNEAPOLIS – September 9, 2020 – Financial advisor Eileen Holzman recently joined The Nolan Group, an established practice within the franchise channel of Ameriprise Financial (NYSE: AMP), after spending 35 years in the industry. Holzman, who joined from Royal Alliance Associates, chose Ameriprise because she was attracted to the firm’s client-first culture and strong reputation for fostering a supportive advisor community.

Minneapolis – August 25, 2020 – Carolinas Wealth Management, a team of financial advisors managing $282 million in client assets, joined the franchise channel of Ameriprise Financial (NYSE: AMP) from Voya Financial Advisors. The team is led by 25-year veteran advisors Sam Head, CEP^® and David Monckton, CFP^® and 8-year advisor Michael Fusco, CRPC^®. The advisors chose Ameriprise because the firm offered the right balance of independence and support, and continually invests in technology that saves time for both clients and their team.

MINNEAPOLIS – August 19, 2020 – In the midst of an unpredictable year, clients of Ameriprise Financial (NYSE: AMP) are overwhelmingly pleased with the experience the firm provides to help them stay in control of their financial lives. Ninety-six percent of clients surveyed said they are “highly satisfied,” and Ameriprise provides the advice that addresses their needs. Ninety-two percent said they were “likely to recommend the Ameriprise advice experience to friends and family.”¹ The firm conducted the survey as part of its regular benchmarking of client satisfaction rates and to measure how well the company is meeting client expectations amid disruption caused by the COVID-19 pandemic.

Minneapolis – August 12, 2020 – A team of financial advisors recently joined the franchise channel of Ameriprise Financial Inc. (NYSE: AMP) from NYLIFE Securities with $114 million in client assets. The team, called Oak Bridge Financial, includes Peter C. Goudeau Jr., LUTCF, CLU^®, ChFC^®, RICP^®, his son Peter Goudeau III, CFP^®, Larry Boyd, MBA, LUTCF, and Andrew Brereton. The advisors evaluated firms in the independent space for four years before choosing Ameriprise. What differentiated Ameriprise was the firm’s national brand recognition among clients, expertise in helping advisors grow their businesses and intuitive integrated technology platform.

MINNEAPOLIS – August 7, 2020 – Ameriprise Financial (NYSE: AMP) today announced it has been named one of the “2020 Best Places to Work” by the Minneapolis-St. Paul Business Journal. Ameriprise is included in the large company category after receiving high marks from its employees in an independent survey conducted by the publication in April. This is the 10^th time Ameriprise Financial has been named to the list.

Minneapolis – August 5, 2020 – Financial advisors Donald Henriquez III and Scott Cirelli joined the employee channel of Ameriprise Financial (NYSE: AMP) in Florham Park, N.J. after spending almost nine years at Stifel Financial Corp. The advisors, who manage $162 million in client assets, moved to Ameriprise in January 2020. They credit the leadership support and integrated technology platform at Ameriprise for helping them smoothly transition their practice while providing a superior client experience, even in the midst of the disruption caused by the COVID-19 pandemic.

Minneapolis – July 28, 2020 – A team of financial advisors who manage $367 million in client assets recently joined the employee channel of Ameriprise Financial Inc. (NYSE: AMP) from Morgan Stanley. The team, called The Falldin-Mattson Group, is led by advisor John Falldin, a 37-year industry veteran, and includes John’s son Joe Falldin, who is new to the industry, Jim Mattson, a 34-year industry veteran, Jim’s son James Mattson, a 6-year advisor and registered client service associate Abby Dority. The advisors were looking for a firm with strong values, national brand recognition, and a proven track record of helping advisors grow their businesses the way they want. For this team, growth means establishing a family practice and having the resources and support to bring in more business organically and via practice acquisitions.