Ameriprise Financial Welcomes Two Experienced Advisors with $320 Million in Assets Under Management
Mark Burton, Financial Advisor and Managing Director, manages approximately $152 million in assets under management. He joined Ameriprise from Wells Fargo, where he spent the last 16 of his 20 years as an advisor. Burton formed a team with his branch manager Todd Lucius. The team, called The Burton Lucius Financial Consulting Group, includes his wife, Norma Burton, who serves as a client service associate, and Sandy Long, who is a registered client service associate, both of whom also joined from Wells Fargo.
“I selected Ameriprise for three important reasons,” said Burton. “First is the firm’s strong financial foundation. The company has demonstrated that it has a great management team in place, and the firm is well-positioned to serve my clients’ needs. Second, Ameriprise has received top rankings in customer satisfaction, customer service, and customer loyalty. I wanted to have the backing of a firm that is focused on my clients’ satisfaction. And third, Ameriprise Financial is investing significant dollars into technology, which will enhance my clients’ experience and allow me to provide state-of-the-art planning solutions to meet their financial needs.”
Peter Bazirgan, Financial Advisor and Vice President, manages approximately $168 million in assets under management. He joined Ameriprise after serving his entire 22-year career at Merrill Lynch.
“I'm excited to move my practice to a firm that is deeply committed to helping clients achieve their goals and objectives through financial planning and investment management,” said Bazirgan on why he chose Ameriprise.
Eugene Lonergan, Bazirgan's branch manager, added, "Peter is a fantastic addition to Ameriprise. He believes in comprehensive financial planning and what it can do for clients' confidence and ability to achieve their goals."
More than 4,000 financial advisors have joined Ameriprise since 2008.1 To find out why experienced financial advisors are joining Ameriprise, visit joinameriprise.com.
1 – Company data as of June 2019.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive asset management, advisory 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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