MINNEAPOLIS–(BUSINESS WIRE)–Ameriprise Monetary, Inc. (NYSE: AMP) as we speak introduced that John (Carter) Piper, CFP® joined a well-established Ameriprise impartial apply, Basis Wealth Administration. The group is predicated in Bakersfield, California, and led by monetary advisors Lance Mackall and Rick Yanez. Piper brings 25 years of expertise as a monetary advisor, most lately with Wells Fargo, and greater than $210 million in shopper belongings. Piper mentioned Ameriprise was his best choice based mostly on the agency’s stellar client-centric status and its suite of strong expertise capabilities.
Advisor joins Ameriprise to raised serve purchasers
Reflecting on his choice, Piper mentioned, “The explanation I moved to Ameriprise was easy: the shopper expertise is second to none. I knew I wanted unparalleled assist, sturdy funding capabilities, and a aggressive array of merchandise to take my apply to the following stage and ship persistently wonderful service to my purchasers. Ameriprise delivers on every of those fronts, and plenty of extra.”
Piper added, “I’ve recognized Mackall and Yanez for years. They run a top-notch apply and I’ve lengthy admired the way in which they put their purchasers on the forefront of every little thing they do. I like how the group works collectively to serve purchasers and all of us complement one another properly. I couldn’t be happier to be part of their group.”
Piper is supported by Ameriprise Franchise Area Vice President Dean O. McGill.
Ameriprise has continued to draw skilled, productive monetary advisors, with roughly 1,600 becoming a member of the agency within the final 5 years.1 9 out of ten advisors who joined Ameriprise say the agency’s expertise, monetary planning capabilities and talent to amass purchasers is best than their earlier agency.2 To search out out why skilled monetary advisors are becoming a member of Ameriprise, go to ameriprise.com/why.
About Ameriprise Monetary
At Ameriprise Monetary, we now have been serving to individuals really feel assured about their monetary future for greater than 125 years. With in depth funding recommendation, asset administration and insurance coverage capabilities and a nationwide community of roughly 10,000 monetary advisors3, we now have the power and experience to serve the complete vary of particular person and institutional buyers’ monetary wants.
Licensed Monetary Planner Board of Requirements Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) within the U.S., which it awards to people who efficiently full CFP Board’s preliminary and ongoing certification necessities.
Ameriprise Monetary can’t assure future monetary outcomes.
Ameriprise Monetary Companies, LLC is an Equal Alternative Employer.
Funding merchandise are usually not insured by the FDIC, NCUA or any federal company, are usually not deposits or obligations of, or assured by any monetary establishment, and contain funding dangers together with attainable lack of principal and fluctuation in worth.
Funding advisory services are made obtainable by means of Ameriprise Monetary Companies, LLC, a registered funding adviser.
Ameriprise Monetary Companies, LLC. Member FINRA and SIPC.
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1 Ameriprise Monetary 2021 10-Okay.
2 Ameriprise requested skilled advisors who moved their ebook of enterprise to the agency within the final one-to-five years to match its assist, assets, and capabilities to their earlier agency and state their satisfaction with their expertise. The survey outcomes recognized the highest methods Ameriprise stands out in comparison with rivals. 294 advisors responded to the “Final Advisor Partnership” survey, which was carried out in November 2021.
3 Ameriprise Monetary Q3 2022 Earnings Launch.