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West Wealth Administration, which includes Personal Wealth Advisor Michael West, CFP® and economical advisors Andrew West, AIF® and Laura Cook, CFP®, recently joined the unbiased channel of Ameriprise Monetary, LLC (NYSE: AMP) from Raymond James with $150 million in assets beneath management. The crew had been seeking for the suitable time and possibility to move unbiased they felt assured transferring now due to the fact they identified the flexibility and efficiency to continue on to offer a top quality degree of support to their consumers and strategically extend their observe.
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“We have large targets to create efficiencies and expand West Prosperity Administration. Time is a beneficial source, and the purpose I operate this enterprise is because I needed overall flexibility to shell out my time exactly where it is most important,” claimed Michael West, who has 28 decades of practical experience in the field. “What drew us to Ameriprise was the chance to be impartial – indicating to keep control of our natural environment and have extra adaptability in the way we set up our exercise – even though owning a robust countrywide brand supporting us.”
Andrew West joined his father’s observe in 2011 and has produced strategic partnerships with enterprise house owners to offer described profit programs and assistance on govt payment inside the retirement system space. “My emphasis is developing partnerships with centers of affect, including CPAs, and assisting company proprietors with company retirement approach design. We appear ahead to having this place of our enterprise to the subsequent degree.”
Laura Cook joined the follow in 2013 and has designed a status for serving women purchasers. “It’s no magic formula that ladies, primarily operating mothers, have been significantly impacted by the pandemic. Our crew has worked hard to increase their monetary self-confidence by certainly listening to their fears and serving to them produce a program to reach their plans.”
Michael West’s group also includes his daughter and customer concierge Katherine West, functions manager Priscilla Rackley, and receptionist Emily West. The apply, which is dependent in Travelers Relaxation, South Carolina, serves a extensive assortment of clients and enterprises in 33 states across the region. Michael Barker supports the group as their Ameriprise franchise industry vice president.
A lot more than 4,300 financial advisors have joined Ameriprise due to the fact 2008.1 To come across out why skilled fiscal advisors are joining Ameriprise, visit ameriprise.com/why.
About Ameriprise Fiscal
At Ameriprise Economic, we have been helping people today come to feel self-assured about their economical foreseeable future for far more than 125 yrs. With extensive advisory, asset administration and coverage capabilities and a nationwide network of approximately 10,000 fiscal advisors, we have the energy and knowledge to provide the full variety of person and institutional investors’ monetary desires. For far more details, or to uncover an Ameriprise money advisor, visit ameriprise.com.
Ameriprise Financial Solutions, LLC is an Equal Opportunity Employer.
Ameriprise Money Products and services, LLC. Member FINRA and SIPC.
© 2020 Ameriprise Fiscal, Inc. All rights reserved.
1 Organization details as of Q2 2020.
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Source: Ameriprise Economic
Stephanie Siegle, Media Relations
Copyright Business Wire 2020
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