156 Ameriprise Financial Advisors Named to the Forbes Top Women Wealth Advisors Best-In-State List
15 February 2024 - 7:22AM
Business Wire
Ameriprise Financial Inc. (NYSE: AMP) announced that 156 of the
firm’s financial advisors were named to the Forbes “Top Women
Wealth Advisors Best-In-State” list. Forbes recognizes the
industry’s top women advisors according to several factors, which
include levels of ethical standards, professionalism, success in
the business and client retention. The rankings are finalized based
on data provided by thousands of the nation’s most accomplished
women advisors.
“Congratulations to the Ameriprise women advisors highlighted by
Forbes,” said Pat O’Connell, Executive Vice President and President
of the Ameriprise Advisor & Ameriprise Financial Institutions
Groups. “These talented advisors represent the best in the industry
for the way they truly listen to their clients and earn their trust
by delivering best-in-class advice and service, one interaction at
a time. As a firm, we're steadfast in our commitment to providing a
premium advice-based experience that ‘wows’ clients and helps
advisors grow their practices.”
Ameriprise is committed to being the firm of choice for women
in the financial services industry. As part of its strategy to
recruit, retain, develop and engage a diverse workforce, the
company invests in and supports women advisors through initiatives
including:
- Ameriprise “Career Compass” events aimed at attracting
more women into careers in the financial services industry. The
events are designed to help women with varying levels of experience
explore a career as a financial advisor.
- The Ameriprise Women’s Empowerment (WE) Network that
offers mentorship opportunities, training, education and networking
events to help advisors build their practices and create a strong
community.
- Ameriprise Women Advisor Summits, which provide
meaningful forums for women financial advisors to network and
enhance skills that empower them to serve their clients
effectively, grow their practices and develop in their
careers.
“We’re proud to see these advisors be nationally recognized
because they embody what Ameriprise is all about: delivering advice
that helps clients feel financially confident,” said Bill Williams,
Executive Vice President and President of the Ameriprise
Independent Advisors channel. “Ameriprise continually invests in
the capabilities and leadership support advisors need to drive
efficiency and create capacity in their practices – so that in turn
they can help more people. We know our approach is working when we
see so many elite advisors acknowledged for their efforts.”
The full list of Forbes Top Women Wealth Advisors Best-in-State
can be found at Forbes.com.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel more
confident about their financial future for 130 years1. With
extensive investment advice, 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.
1Company founded June 29, 1894
Source: Forbes, “Forbes Top Women Wealth Advisors Best-In-State”
[Feb. 8, 2024]
Forbes rankings are developed by SHOOK Research and are created
using an algorithm that includes both qualitative (in-person,
virtual and telephone due diligence meetings; client impact;
industry experience; review of best practices and compliance
records; and firm nominations) and quantitative (assets under
management and revenue generated for their firms) data. Investment
performance is not a criterion because client objectives and risk
tolerances vary, and advisors rarely have audited performance
reports. Certain awards include a demographic component to qualify.
These rankings for each applicable year are based on the opinions
of SHOOK Research, LLC, are not indicative of future performance or
representative of any one client’s experience and are based on data
from the previous two calendar years. Forbes magazine and SHOOK
Research do not receive compensation in exchange for placement on
the ranking or its use. For more information:
www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK
Research, LLC.
Ameriprise Financial cannot guarantee future financial
results.
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.
Investment advisory products are made available through
Ameriprise Financial Services, LLC., a registered investment
adviser.
Securities offered by Ameriprise Financial Services, LLC. Member
FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
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Stephanie Siegle, Media Relations 612.671.2593
Stephanie.Siegle@ampf.com
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