Thirty-Eight Ameriprise Financial Advisors Named to the Forbes “Top Next-Gen Wealth Advisors” List
“These talented advisors represent the future of the wealth management industry,” said Bill Williams, Executive Vice President of the firm’s franchise advisor channel. “We congratulate the Ameriprise advisors who have been named to this distinguished list by providing exceptional service to their clients, while continuing to grow their high-caliber practices.”
“The strong Ameriprise presence on the list showcases the strength of our firm as a place for advisors who want to excel, grow and help serve the next generation of clients,” said Pat O’Connell, Executive Vice President of the firm’s employee advisor and financial institutions channels. “We applaud our advisors’ accomplishments and we’re proud to partner with them and support their continued success.”
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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Source: Forbes, “Top Next-Gen Wealth Advisors” July 22, 2020.
Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
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