West Prosperity Management Joins Ameriprise Monetary in Search of Independence and Assistance to Develop a Additional Efficient Small business
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MINNEAPOLIS–(Small business WIRE)–Dec 17, 2020–
West Wealth Administration, which consists of Private Wealth Advisor Michael West, CFP ® and monetary advisors Andrew West, AIF ® and Laura Cook, CFP ®, recently joined the impartial channel of Ameriprise Monetary, LLC (NYSE: AMP) from Raymond James with $150 million in belongings less than management. The team experienced been hunting for the proper time and prospect to transfer impartial they felt confident relocating now simply because they identified the adaptability and performance to go on to give a top quality level of support to their shoppers and strategically expand their exercise.
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“We have significant plans to produce efficiencies and grow West Prosperity Management. Time is a valuable source, and the rationale I operate this enterprise is due to the fact I needed flexibility to spend my time the place it is most valuable,” claimed Michael West, who has 28 several years of practical experience in the industry. “ What drew us to Ameriprise was the chance to be independent – which means to maintain regulate of our setting and have far more versatility in the way we set up our apply – whilst owning a potent national brand supporting us.”
Andrew West joined his father’s follow in 2011 and has formulated strategic partnerships with organization proprietors to deliver described advantage ideas and suggestions on govt compensation within just the retirement system place. “My emphasis is producing partnerships with facilities of impact, together with CPAs, and aiding organization homeowners with corporate retirement strategy style and design. We appear forward to having this place of our company to the future degree.”
Laura Cook joined the exercise in 2013 and has crafted a status for serving ladies shoppers. “It’s no key that girls, in particular functioning moms, have been particularly impacted by the pandemic. Our workforce has worked hard to improve their money self-confidence by actually listening to their concerns and aiding them create a plan to achieve their ambitions.”
Michael West’s crew also includes his daughter and consumer concierge Katherine West, operations supervisor Priscilla Rackley, and receptionist Emily West. The follow, which is based mostly in Tourists Relaxation, South Carolina, serves a vast variety of customers and companies in 33 states throughout the state. Michael Barker supports the workforce as their Ameriprise franchise area vice president.
Extra than 4,300 fiscal advisors have joined Ameriprise given that 2008. 1 To find out why experienced fiscal advisors are joining Ameriprise, pay a visit to ameriprise.com/why.
About Ameriprise Fiscal
At Ameriprise Economic, we have been serving to individuals sense confident about their money long run for additional than 125 several years. With comprehensive advisory, asset management and insurance coverage capabilities and a nationwide network of somewhere around 10,000 money advisors, we have the energy and skills to serve the comprehensive assortment of personal and institutional investors’ economical demands. For additional information and facts, or to uncover an Ameriprise economic advisor, pay a visit to ameriprise.com.
Ameriprise Monetary Products and services, LLC is an Equivalent Option Employer.
Ameriprise Money Expert services, LLC. Member FINRA and SIPC.
© 2020 Ameriprise Fiscal, Inc. All rights reserved.
1 Enterprise knowledge as of Q2 2020.
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Contact: Stephanie Siegle, Media Relations
612.671.2593
Search term: MINNESOTA UNITED STATES NORTH America
Market Search term: Skilled Solutions FINANCE
Supply: Ameriprise Monetary
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PUB: 12/17/2020 10:00 AM/DISC: 12/17/2020 10:01 AM
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