Robert Bacino found Ameriprise had the tools and support to streamline his practice and free him up to spend even more time with clients
Minneapolis – April 16, 2020 – Financial advisor Robert Bacino, CLU®, ChFC®, RICP® recently joined the employee channel of Ameriprise Financial (NYSE: AMP) in Bedminster, New Jersey. Bacino made the switch from managing his own independent Registered Investment Advisory firm because he wanted to leverage Ameriprise’s technology and support to become more efficient in serving his clients. His team, called Insight Financial Advisors, was established in 2004 and manages $275 million in assets.
Bacino carefully evaluated what it would mean to move his practice amid the COVID-19 pandemic. He decided to move ahead with the transition in March because he felt Ameriprise would help him better serve his clients in both the short and long-term. Bacino was attracted to the firm’s high-touch, client-focused technology platform, comprehensive operations support ecosystem, and industry-leading financial planning capabilities.
“In the current environment, clients need solid advice to keep their goals in perspective,” said Bacino, who has 28 years of experience in the industry. “Ameriprise was quite responsive in this climate, enabling me to deliver advice, research and insights to help my clients weather the market’s ups and downs. I’ve been leaning on Ameriprise’s financial planning capabilities and client-facing technology – such as e-signature and their secure client portal – that supplies timely information on any device, any time. I’m also pleased with the wide variety of investment products the firm offers to meet the unique needs of my clients.”
Bacino’s team also includes advisor Shelley Nord and client service associates Sharon Faas and Alison Hosler. The team is supported locally by Ameriprise branch manager Eric Carlson.
“Robert and his team are passionate about doing what is right for their clients,” said Carlson. “They have been able to transition smoothly to serving their clients virtually at Ameriprise, and I’m proud to support them and their clients through this uncertain market environment.”
More than 4,000 financial advisors have joined Ameriprise since 2008.To find out why experienced financial advisors are joining Ameriprise, visit joinameriprise.com.
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.
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Company data as of August 2019.