Julie Wallace Moves Her $100 Million Practice to Ameriprise Financial to Embrace Client-First Culture and Operational Excellence
April 30 2024 - 11:54AM
Business Wire
Wallace says Ameriprise “offers a more
robust financial planning experience to clients with less prep time
behind the scenes”
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 about the future growth of my practice at
Ameriprise and look forward to helping even more people reach their
financial goals.”
Wallace is joined by paraplanner and administrative assistant
Marion Wagner. The team is supported locally by Ameriprise
franchise field vice president Dean McGill and Ameriprise
regional vice president Marcus Ranger.
Ameriprise has continued to attract experienced, productive
financial advisors, with more than 400 advisors moving their
practices to Ameriprise in 2023 and 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 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.
© 2024 Ameriprise Financial, Inc. All rights reserved.
_____________________________ 1 Ameriprise Financial 2023 10-K.
2 Ameriprise Financial Q1 2024 Earnings Release.
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version on businesswire.com: https://www.businesswire.com/news/home/20240430720938/en/
Allison Harries, Media Relations 612.678.7035
allison.h.harries@ampf.com
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