Financial advisor Ronnie Sansom, CFP®, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Edward Jones with $110 million in assets. His practice is located in Andalusia, Alabama and includes Branch Administrator Karen Philpott.

Reflecting on the transition, Sansom cited several reasons why Ameriprise was his top choice:

  • Financial planning: “The firm’s longstanding focus and dedication to comprehensive financial planning mirrors my own. The sophisticated tools and capabilities offered will allow me to grow my practice without compromising on client care.”
  • Onboarding support: “I was confident Ameriprise’s transition team would make the process of moving to a new firm as smooth as possible for my clients and me. We’re two months into the transition and I can say with certainty the hands-on onboarding support has been top-notch.”
  • Investment offerings: “Ameriprise provides a wide array of investment products and capabilities to meet the high expectations of my clients and their unique goals for the future. The impressive wealth management platform with integrated, cutting-edge technology makes it easier for me to customize my service to clients down to the individual level.”

The practice is supported locally by Ameriprise Franchise Field Vice President Sabrina Tacheny and Ameriprise Regional Vice President Tres Rouquette.

Ameriprise has continued to attract experienced, productive financial advisors, with 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 the Ameriprise Ultimate Advisor Partnership The Ameriprise Ultimate Advisor Partnership offers a differentiated experience for advisors that helps them accelerate growth while delivering an excellent client experience. Combined with the company’s culture of support and independence, the Ultimate Advisor Partnership enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth.

About Ameriprise Financial At Ameriprise Financial, we have been helping people feel more confident about their financial future for 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.

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 and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

1 Ameriprise Financial 2023 10-K. 2 Ameriprise Financial Q4 2024 Earnings Release.

©2025 Ameriprise Financial, Inc. All rights reserved.

Allison Harries, Media Relations 612.678.7035 allison.h.harries@ampf.com

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