Ameriprise Financial Welcomes Three Experienced Advisors With $126 Million in Assets Under Management
December 11 2019 - 9:18AM
Business Wire
Troy Aarthun, Sharon Hickey and Kevin Kimball
of Bedford, N.H. join a well-established team in Ameriprise’s
franchise channel
Today Ameriprise Financial, Inc. (NYSE: AMP) announced that Troy
Aarthun, AAMS®, CRPC®, Sharon Hickey, ChFC®, CASL®, and Kevin
Kimball, CLTC®, AIF® of Bedford, N.H. have joined the firm’s
franchise channel from MassMutual. Combined, the three experienced
advisors manage approximately $126 million in assets.
Aarthun, Hickey and Kimball chose to join Rise Private Wealth
Management, a well-established Ameriprise practice led by Bob
Bonfiglio, CFP®, MBA, ChFC® a 30-year veteran with the firm. They
selected Ameriprise because they were seeking a firm with a
client-first mentality.
“Ameriprise has a great reputation for supporting advisors who
want to provide comprehensive financial planning advice that
addresses clients’ biggest needs and concerns,” said Sharon Hickey,
who has 26 years of experience serving clients. “Rise Private
Wealth prioritizes making every client who walks into the office
feel valued and heard. These characteristics align with how we
serve clients today, and how we want to continue serving them in
the future.”
“We are continually looking for quality advisors who are
client-centric, and Troy, Sharon and Kevin fit that description to
a tee,” said Bob Bonfiglio, Private Wealth Advisor and owner of
Rise Private Wealth. “They were attracted to the systems and
capabilities our team and Ameriprise have in place to make
excellent service part of every touchpoint a client has with our
practice, because it will help the three of them take their own
client service experience to the next level.”
Rise Private Wealth Management has 19 advisors and 13 support
staff who serve clients across the country via three office
locations: Bedford, N.H., Berlin, N.H. and Boca Raton, Fla.
Jonathan Jackson supports the advisors as their Ameriprise
franchise field vice president.
More than 4,000 financial advisors have joined Ameriprise since
2008.1 To find out why experienced financial advisors are joining
Ameriprise, visit joinameriprise.com.
1 – Company data as of June 2019.
About Ameriprise Financial At Ameriprise Financial, we
have been helping people feel confident about their financial
future for more than 125 years. With extensive asset management,
advisory 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. For more information, or to find an
Ameriprise financial advisor, visit ameriprise.com.
Ameriprise Financial Services, Inc. Member FINRA and SIPC. ©
2019 Ameriprise Financial, Inc. All rights reserved.
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version on businesswire.com: https://www.businesswire.com/news/home/20191211005548/en/
Stephanie Esker, Media Relations 612.671.2593
stephanie.esker@ampf.com
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