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MINNEAPOLIS–(BUSINESS WIRE)–Monetary advisor Matthew De Vries, MBA, CFP®, AAMSTM, joined the unbiased channel of Ameriprise Monetary, Inc. (NYSE: AMP) from Edward Jones in Fargo, North Dakota. De Vries determined to maneuver his apply to Ameriprise due to the agency’s constructive status, flexibility, and complete assets – all of which can allow him to supply a wonderful consumer expertise right now and into the long run. His workforce, referred to as Surety Wealth Group, manages $125 million in belongings, and has served purchasers for almost 15 years.
“Shoppers’ priorities are our workforce’s priorities,” mentioned De Vries, reflecting on the choice. “At Ameriprise, we now have the pliability to function an unbiased apply whereas having the highly effective assets from an industry-leading agency to satisfy and exceed our purchasers’ excessive expectations.”
Moreover, De Vries added, “I’ve devoted my profession to serving purchasers with integrity, and I’m proud to align with Ameriprise. The agency has a constructive, nationally acknowledged model, and can be dedicated to giving again and serving native communities nicely.”
In 2023, he plans to launch “Be the Distinction” quarterly occasions the place he’ll invite purchasers, workers members, and their households to volunteer at charities that help the Fargo neighborhood.
Surety Wealth Group contains monetary planning assistant Danelle Bunn, consumer service specialist Annette McGrath, workplace administrator Janet Hellman, and workplace supervisor Laurie De Vries. Ameriprise franchise subject vice chairman Britt Tappen helps the workforce.
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 know-how, monetary planning capabilities and skill to accumulate purchasers is healthier 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 folks really feel assured about their monetary future for greater than 125 years. With intensive advisory, asset administration and insurance coverage capabilities and a nationwide community of roughly 10,000 monetary advisors3, we now have the energy and experience to serve the total vary of particular person and institutional buyers’ monetary wants.
Ameriprise Monetary can’t assure future monetary outcomes.
Ameriprise Monetary Providers, LLC is an Equal Alternative Employer.
Funding merchandise will not be insured by the FDIC, NCUA or any federal company, will not be deposits or obligations of, or assured by any monetary establishment, and contain funding dangers together with potential lack of principal and fluctuation in worth.
Funding advisory services and products are made obtainable by means of Ameriprise Monetary Providers, LLC, a registered funding adviser.
Ameriprise Monetary Providers, LLC. Member FINRA and SIPC.
© 2022 Ameriprise Monetary, Inc. All rights reserved.
1 Ameriprise Monetary 2021 10-Okay.
2 Ameriprise requested skilled advisors who moved their guide of enterprise to the agency within the final one-to-five years to match its help, 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.
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