Financial Advisor with Over $100 Million and Nearly 30-Years of Industry Experience Joins Ameriprise Financial to Fulfill Growth Aspirations
20 Junio 2024 - 11:49AM
Business Wire
Michael Cruz says capabilities and support
to acquire clients organically and inorganically drew him to
Ameriprise
Financial advisor Michael Cruz recently joined the branch
channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo
Clearing Services, LLC with $100 million in assets in Temecula,
Calif.
“The number one reason I joined Ameriprise Financial was to
expand my practice and better help existing clients reach their
goals,” said Cruz, reflecting on his decision. “The firm is very
much committed to investing in advisors to help them accelerate
their growth.”
He looks forward to leveraging the firm’s capabilities to help
advisors grow organically through client referrals and
inorganically through external practice acquisitions.
“I’m at a point in my career where I want to expand and help
even more clients. Ameriprise has a wide array of products and
services, an extensive financial planning platform and an
integrated suite of technology to elevate my client service model
and help capture new opportunities and referrals,” said Cruz.
Cruz is supported locally by Ameriprise Complex Director
David Spataro and Ameriprise Regional Vice President
James Frisone.
“We’re thrilled to welcome Michael and his clients to
Ameriprise,” said Spataro. “We look forward to partnering with him
to achieve the goals he has for his practice and deliver a truly
differentiated client experience with all Ameriprise has to
offer.”
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 the Ameriprise Ultimate Advisor Partnership
The Ameriprise Ultimate Advisor Partnership offers a
differentiated experience for advisors that helps them accelerate
growth while delivering an excellent client experience. Combined
with the company’s culture of support and independence, the
Ultimate Advisor Partnership enables advisors to scale their
businesses, deepen client relationships and drive referrals for
future growth.
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.
1 Ameriprise Financial 2023 10-K. 2 Ameriprise Financial Q1 2024
Earnings Release.
©2024 Ameriprise Financial, Inc. All rights reserved.
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version on businesswire.com: https://www.businesswire.com/news/home/20240620717219/en/
Allison Harries, Media Relations 612.678.7035
allison.h.harries@ampf.com
Ameriprise Financial (NYSE:AMP)
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