Advisor With $130 Million in Assets Joins Ameriprise Financial for Client Service Focus and Flexibility
30 January 2024 - 4:00AM
Business Wire
Financial Advisor Lance Lively says he’s
made large upgrades to his service model and practice with the
firm’s tools and capabilities
Financial advisor Lance Lively, AAMS™, MBA recently
joined the independent channel of Ameriprise Financial, Inc. (NYSE:
AMP) from Edward Jones in Sand Springs, Oklahoma with nearly $130
million in client assets.
“Ameriprise stood out because of their focus on helping advisors
provide the best service possible to clients,” shared Lively. “The
outstanding technology, financial planning capabilities, investment
lineup and ease of doing business at the firm have allowed us to
make huge upgrades to our client service model and practice.”
Lively’s goal is to grow his practice and believes he can best
accomplish that at Ameriprise. “We now have the flexibility to grow
and add staff to our practice on our own terms,” he said. “We want
excellent customer service to be what differentiates us, so it’s
critical to be able to structure our team in a way that helps us
achieve that.”
Ameriprise’s track record of successful advisor transitions was
also a large factor in Lively decision to join the firm. “It was
important for me to know I’d be supported through the transition,”
says Lively. “The help I’ve received from Ameriprise during this
move has been top-notch and I couldn’t have ramped up as quickly or
smoothly as I have without them.”
Lively is joined by Client Service Specialist Tara Beebe.
The team is supported locally by Ameriprise franchise field vice
president Danielle Dwyer and Ameriprise regional vice
president Trish Moll.
Ameriprise has continued to attract experienced, productive
financial advisors, with 340 advisors moving their practices to
Ameriprise in 2022 and approximately 1,700 joining the firm in the
last 5 years.1 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 more
confident about their financial future for more than 130 years.
With extensive investment advice, asset management and insurance
capabilities and a nationwide network of approximately 10,000
financial advisors2, we have the strength and expertise to serve
the full range of individual and institutional investors' financial
needs.
Ameriprise Financial cannot guarantee future financial
results.
Ameriprise Financial Services, LLC is an Equal Opportunity
Employer.
____________________________ 1 Ameriprise
Financial 2022 10-K. 2 Ameriprise Financial Q3 2023 Earnings
Release.
Investment products are not insured by the FDIC, NCUA or any
federal agency, 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.
Securities offered by Ameriprise Financial Services, LLC. Member
FINRA and SIPC.
©2024 Ameriprise Financial, Inc. All rights reserved.
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Allison Harries, Media Relations 612.678.7035
allison.h.harries@ampf.com
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