Private wealth advisor Kevin King recently joined the independent channel of Ameriprise Financial, Inc. from Edward Jones in Idaho Falls, Idaho. King managed approximately $160 million in client assets prior to the transition. The move aims to expand capabilities and grow client impact through enhanced service offerings.

King stated the decision was driven by a focus on delivering a higher level of service to clients. "Once I saw what Ameriprise has to offer and how they continually invest in improving the client experience, it became an easy decision to move," he said. The transition has been positively received by clients, who have appreciated the ease of the online portal and enhanced tools.

Key reasons for the move

King identified three primary factors that influenced his decision to join Ameriprise Financial:

• Enhanced client experience: The firm's user-friendly client portal and the Online Security Guarantee were highlighted as significant improvements for client protection and ease of doing business.
• Comprehensive financial planning: Access to robust tools, including the most comprehensive version of MoneyGuide, allows for elevated advice and better goal achievement for clients.
• Expanded solutions for high-net-worth clients: Capabilities such as direct indexing and sophisticated estate and tax planning solutions enable King to serve clients with complex needs more effectively.

Practice support and growth

King's practice is supported locally by Ameriprise Franchise Field Vice President David Call and Ameriprise Regional Vice President Marcus Ranger. King expressed optimism about the future, citing the support and growth opportunities at Ameriprise as unparalleled. He noted that the move opens doors for greater possibilities, including the potential addition of new office locations.

Ameriprise Financial has continued to attract experienced financial advisors, with approximately 1,700 joining the firm in the last 5 years. The company offers a differentiated experience through its Ultimate Advisor Partnership, designed to help advisors accelerate growth while delivering an excellent client experience.

Sher Jeshiva Group, a financial advisory practice managing $470 million in client assets, has joined the branch channel of Ameriprise Financial from Wells Fargo Clearing Services. The transition is driven by the team's objective to elevate the client experience and accelerate future growth through superior technology and advisor support. The move impacts clients located in Melville, N.Y. and Naples, Fla., with over 90% already committing to make the transition.

The practice is led by financial advisors Glen Sher and Michael Jeshiva, and includes financial advisor Philip Basile and registered client service associate Kathryn Acer-Richard. Sher stated that Ameriprise stood apart during their evaluation due to its efficient technology and unwavering commitment to clients. Jeshiva emphasized that the firm's sophisticated financial and estate planning capabilities allow the team to focus on helping clients navigate financial decisions.

Team Support and Integration

Sher Jeshiva Group is supported locally by Ameriprise leadership, including Branch Manager Aaron Wolson, Complex Director Kevin Peters, and Regional Vice President Todd Hubley. Wolson noted that the team's growth mindset and deep client relationships make them a strong fit for the firm, particularly in the Long Island market.

Strategic Growth at Ameriprise

Ameriprise has continued to attract experienced financial advisors, with approximately 1,700 joining the firm in the last 5 years. The firm offers the Ultimate Advisor Partnership, a model designed to help advisors scale their businesses and deepen client relationships through a culture of support and independence.

Ameriprise Financial has been operating for more than 130 years and maintains a nationwide network of over 10,000 financial advisors. The firm provides investment advice, global asset management, and insurance solutions.