Advisor With Over $100 Million in Assets Joins Ameriprise to Elevate the Experience He Delivers for Clients
09 Abril 2024 - 8:30AM
Business Wire
Financial advisor Joe Chairez says the
client-centric and supportive culture drew him to
Ameriprise
Financial advisor Joe Chairez MBA, CFP®, recently
joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP)
from J.P. Morgan Securities with $105 million in assets in Dallas,
Texas.
Reflecting on his decision to join Ameriprise, Chairez said, “I
was drawn to the capabilities Ameriprise offers that will help me
deliver an even greater experience to my clients. Ameriprise has an
impressive track record for client satisfaction and I’m excited to
tap into the power of the firm’s technology and resources to take
my service model to the next level.”
Chairez has been impressed by the encouraging and supportive
culture of the organization, his local branch team, and the vast
resources to support advisor growth. “Everyone at Ameriprise is so
helpful and genuine,” he shared. “I am surrounded by leaders and
colleagues who are always willing and able to support my personal
and practice growth.”
The firm’s demonstrated track record of successful advisor
transitions also helped seal his decision to join. “I knew
Ameriprise had the expertise, dedicated resources and support to
facilitate my transition well, and they certainly delivered.”
Chairez is supported locally by Ameriprise Complex Director
Thomas Harris and Ameriprise Regional Vice President
Mitchell Doren.
Ameriprise has continued to attract experienced, productive
financial advisors, with approximately 1,700 joining the firm in
the last 5 years.1 Nine out of ten advisors who joined Ameriprise
in the last 5 years say the firm’s technology, financial planning
capabilities and ability to acquire clients is better than their
previous firm.2 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 more than 130 years.
With extensive investment advice, asset management and insurance
capabilities and a nationwide network of approximately 10,000
financial advisors3, 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.
Certified Financial Planner Board of Standards, Inc. (CFP Board)
owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™
certification mark, and the CFP® certification mark (with plaque
design) logo in the United States, which it authorizes use of by
individuals who successfully complete CFP Board’s initial and
ongoing certification requirements.
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.
Securities offered by Ameriprise Financial Services, LLC. Member
FINRA and SIPC.
©2024 Ameriprise Financial, Inc. All rights reserved.
1 Ameriprise Financial 2022 10-K.
2 Ameriprise asked experienced advisors who moved their book of
business to the firm in the last one-to-five years to compare its
support, resources, and capabilities to their previous firm and
state their satisfaction with their experience. The survey results
identified the top ways Ameriprise stands out compared to
competitors. 294 advisors responded to the “Ultimate Advisor
Partnership” survey, which was conducted in November 2021.
3 Ameriprise Financial Q3 2023 Earnings Release.
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version on businesswire.com: https://www.businesswire.com/news/home/20240409702504/en/
Allison Harries, Media Relations 612.678.7035
allison.h.harries@ampf.com
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