Two Established Financial Advisors Who Started in the Industry Together Team up to Form New Practice at Ameriprise Financial
11 Setembro 2023 - 1:05PM
Business Wire
Financial advisors Josh Perello and Jimmy
Guidry say the onboarding support and resources from Ameriprise
made their transition smooth and seamless
Financial advisors Josh Perello, AIF® and Jimmy
Guidry recently joined the independent channel of Ameriprise
Financial Inc. (NYSE: AMP) with nearly $150 million in client
assets in Breaux Bridge, LA. Perello joins from Raymond James and
Guidry from Edward Jones.
Perello and Guidry met in 2015 when they both worked at Edward
Jones and stayed in touch after Perello left for Raymond James in
2017. In early 2023, Guidry started exploring options to move to a
firm that provides more support and capabilities to serve his
clients. He was impressed with everything offered by Ameriprise,
and he called Perello to tell him about it.
“Shortly into that conversation, we both realized we were
sitting on a golden opportunity to build an incredible practice
together at Ameriprise,” said Guidry.
“Financial planning is very important to us, which aligns
perfectly with the Ameriprise value proposition,” said Perello.
“Our clients already know and trust us, and now we can serve
them even better as we help them achieve their most important goals
for the future,” added Guidry.
The onboarding team at Ameriprise facilitated a smooth
experience for Perello and Guidry. “The hands-on support and
digital transition capabilities from Ameriprise are top-notch,”
said Perello. “After only one month, I have moved nearly 90% of my
clients – and their feedback on switching to Ameriprise has been
overwhelmingly positive.”
Joining Perello and Guidry is office manager Cathy
Taylor. The team is supported locally by Ameriprise franchise
field vice president Mike Barker and regional vice president
Tres Rouquette.
Ameriprise has continued to attract experienced, productive
financial advisors, with 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 more than 125 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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.
__________________________________
1 Ameriprise Financial 2022 10-K.
2 Ameriprise Financial Q3 2022 Earnings Release.
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version on businesswire.com: https://www.businesswire.com/news/home/20230911009244/en/
Allison Harries, Media Relations 612.678.7035
allison.h.harries@ampf.com
Ameriprise Financial (NYSE:AMP)
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