Growth Resources Attract Family Practice with $165 Million in Assets to Ameriprise Financial
Neckes, who has 38 years of experience serving clients, said about the move, “Ameriprise supports the way we want to grow, which includes maintaining two office locations in Connecticut and Florida, so we can continue to provide the comprehensive advice our clients expect from us. I feel confident that our clients are going to be taken care of for decades to come because my team has robust capabilities and support at their fingertips.”
Scott Zingone added, “The reason we moved firms is about growth. We need more sophisticated tools and support to continue the exponential growth we’ve achieved over the last few years through strong client referrals. The leadership support and coaching programs Ameriprise provides is impressive – we have access to experts across the firm who are dedicated to helping us grow and service more clients.”
Ameriprise Complex Director Stacy Thomson, who supports the team along with Ameriprise Complex Director Dan Landrau, said, “We’re passionate about helping Ameriprise advisors grow by developing the tools and coaching they need to bring their client experience to the next level. Marilyn, Kyle, and Scott have the full power of our nationally-branded firm behind them, and we’re excited to help them achieve their ambitious growth goal.”
The Coastal Group serves a wide variety of clients across many generations and U.S. states through comprehensive financial planning, including high net worth individuals as well as female clients who are in transition due to divorce or widowhood. Their average client has $1-10 million in investable assets and is interested in building a legacy through wealth to leave their family.
Ameriprise has continued to attract experienced, productive financial advisors, with approximately 1,600 joining the firm in the last 5 years. Nine out of ten advisors who joined Ameriprise say the firm’s technology, financial planning capabilities and ability to acquire clients is better than their previous firm. To find out why experienced financial advisors are joining Ameriprise, visit ameriprise.com/why.
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.
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