Ameriprise Financial Welcomes Veteran Advisors From LPL and Mass Mutual With $257 Million in Assets
31 January 2020 - 3:30AM
Business Wire
Two Teams Moved into Ameriprise’s Franchise
Channel to Accelerate the Growth of Their Practices
Two teams with $257 million in combined assets under management
recently joined the franchise channel of Ameriprise Financial
(NYSE: AMP). Flatiron Financial Group, led by Rob Normandin Jr,
AIF®, a 27-year veteran, and Troy Neily, AIF®, a 22-year veteran,
joined from LPL Financial. Separately, Don DeJonge, CLU®, CRPS®,
CKA®, who has 12 years in the industry, joined in Visalia, Calif.
from Mass Mutual. Both teams were looking for more support to
accelerate the growth of their practices.
Flatiron Financial Group operates two offices in Bedford and
Lincoln, N.H. where the team manages $150 million in client assets.
The team also includes advisors Robin Morrell, who has 28 years of
experience serving clients, and Sean Smalley, who has 18 years of
experience. Jonathan Jackson supports the team as their Ameriprise
franchise field vice president.
Reflecting on their decision to switch firms, Troy Neily said,
“We were searching for more resources to manage the wealth of our
diverse client base today and into the future. The online
goal-tracking features at Ameriprise allows clients to quickly and
easily see the progress they’re making against their goals, which
ultimately helps them see the value we provide as advisors.”
Advisor Finds the Right Technology and Support to Grow His
Practice Don DeJonge, who manages approximately $107 million in
assets, was also seeking an opportunity to grow his practice more
quickly. Ameriprise offered the right resources and support to
achieve his growth goals, namely an integrated technology platform,
expanded product offerings, and financial planning software that
can handle complex client situations. DeJonge was also impressed by
the level of support leaders and the corporate office provide to
ensure advisors make the most of all the tools.
“My mission is to help clients reach their goals,” said DeJonge.
“While I’ve been able to do that, I felt like there was a more
efficient way I could present solutions to clients. I was pleased
to discover that Ameriprise helps advisors learn new tools and
optimize the way we use them to create a holistic client service
experience.”
Client service associate Shirah Hopper moved to Ameriprise with
DeJonge. Dean McGill supports the team as his Ameriprise franchise
field vice president.
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 August 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 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.
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
© 2020 Ameriprise Financial, Inc. All rights reserved.
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version on businesswire.com: https://www.businesswire.com/news/home/20200130005646/en/
Stephanie Siegle, Media Relations 612.671.2593
stephanie.siegle@ampf.com
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