Julie Wallace Moves Her $100 Million Practice to Ameriprise Financial to Embrace Client-First Culture and Operational Excellence
Ameriprise Financial, Inc. (AMP)
Last ameriprise financial, inc. earnings: 1/29 04:10 pm
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Source: Business Wire
Wallace says Ameriprise “offers a more robust financial planning experience to clients with less prep time behind the scenes” MINNEAPOLIS--(BUSINESS WIRE)--Financial advisor Julie Wallace recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Services, LLC in Petaluma, California with over $100 million in client assets.The primary reason Wallace moved to Ameriprise was simple: She wanted more time to work directly with clients and help them reach their financial goals and dreams. “With support from Ameriprise, I can offer a more robust financial planning experience to my clients with less prep time behind the scenes because of all the integrated technology and tools the firm offers,” she explained. “It’s a game changer.”“Fostering deep relationships with clients and putting their needs first is most important to me. So, when I saw how the firm shares my client-centric philosophy, it all felt right,” said Wallace. “I’m excited abo
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AMP
Earnings
- 4/22/24 - Beat
AMP
Sec Filings
- 5/20/24 - Form 4
- 5/16/24 - Form 144
- 5/15/24 - Form 13F-HR
- AMP's page on the SEC website