Two Advisors with $375 Million in Assets Join Ameriprise for Growth Opportunities and Client-First Focus
Advisor joins Ameriprise for greater flexibility and support
Villagomez is joined by Greg Siers, registered practice associate. Together, their team manages $241 million in client assets and has over 25 years of experience in the industry. After envisioning their practice 10 years down the road, Villagomez and Siers realized they needed more out of a firm to continue serving their clients well. The team found the flexibility and support provided by Ameriprise enables them to do just that.
“Ameriprise has an impressive track record for client satisfaction and for driving client focused growth,” said Villagomez. “This firm supports our growth vision and has the resources to serve our high-net-worth clients today and into the future. For example, we have access to specialists who can help us review a client’s unique situation and provide recommendations that empower them to be intentional with their wealth. At the end of the day, our move is about our clients and how we can best serve them.”
The team is supported by Ameriprise branch manager Adam Lukens. “Ameriprise is a top destination for high quality advisors who are committed to serving their clients comprehensively. Villagomez and Siers fit that mold to a tee. They have a strong reputation in the marketplace and I’m excited to support them,” said Lukens.
Client-first culture and practice growth opportunities drew advisor to Ameriprise
DeMarco, who has 24 years of experience and manages $134 million in client assets, started evaluating firms two years ago. He was looking for a firm that was a great fit for his clients first, and himself second. DeMarco found at Ameriprise, neither party had to settle.
Reflecting on his decision to switch firms, DeMarco said, “Ameriprise operates with high integrity and a client-first mindset. The best-in-class investing and financial planning platforms empower me to run my business in a way that provides a unique, customized service to my clients.”
Additionally, DeMarco commented, “I’m interested in practice acquisitions to build out my team. I look forward to harnessing the extensive resources provided by Ameriprise to find, vet and complete an acquisition while continuing to provide an excellent experience for my clients.”
DeMarco is supported by Ameriprise complex director Jay Hubbard.
Ameriprise has continued to attract experienced, productive financial advisors, with approximately 1,600 joining the firm in the last 5 years.1 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.2 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 investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors3, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institutions, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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2 Ameriprise asked experienced advisors who moved their book of business to the firm in the last one-to-five years to compare its support, resources, and capabilities to their previous firm and state their satisfaction with their experience. The survey results identified the top ways Ameriprise stands out compared to competitors. 294 advisors responded to the “Ultimate Advisor Partnership” survey, which was conducted in November 2021.
3 Ameriprise Financial Q2 2022 Earnings Release.