Ameriprise Attracts Advisor with More Than $100 Million in Assets to its Financial Institutions Channel for Client-Centric Culture
24 Janeiro 2024 - 12:42PM
Business Wire
Roberto Vargas joins Centennial Financial
Services, a financial advisory practice within the Ameriprise
Financial Institutions Group
Ameriprise Financial, Inc. (NYSE: AMP) announced today that
financial advisor Roberto Vargas has moved his practice from
J.P. Morgan Securities, Inc. where he managed over $100 million in
client assets. Vargas chose to join Centennial Financial Services,
a financial advisory practice of Ameriprise Financial Services, LLC
within the Ameriprise Financial Institutions Group (AFIG) in
Jupiter, Florida which provides advice and investment services to
Centennial Bank branches in Florida, Arkansas, New York, and
Alabama.
The 19-year industry veteran became interested in the
opportunity with Centennial Bank after hearing their wealth
management program was part of the Ameriprise Financial
Institutions Group. “I’ve always considered Ameriprise to be a
trusted brand in the wealth management space,” said Vargas. “The
firm provides a client-centric approach where I can utilize their
state-of-the-art technology and capabilities to serve my clients in
an efficient and comprehensive way.”
“I was also looking for support and capabilities to provide a
differentiated financial planning experience for the families I
serve, and I found that in Ameriprise,” added Vargas.
As for the partnership with Centennial Bank, Vargas knew it
would be a good fit after seeing their focus on personalized
service and taking care of the customer. “We have a shared
commitment of helping people reach their financial goals and
dreams,” he said.
Centennial Bank’s investment program, Centennial Financial
Services, a financial advisory practice of Ameriprise Financial
Services, LLC includes a team of 25 advisors who help clients
manage over $1.5 billion in combined brokerage assets.
“It’s exciting to see continuous growth of our financial
institutions channel with advisors joining for our comprehensive
and client-focused offering,” said Jay McAnelly, Group Vice
President, Ameriprise Financial Institutions Group. “We’re
delighted to welcome Roberto and his clients to the firm.”
The Ameriprise Financial Institutions Group team offers the
strength and resources of Ameriprise Financial to help banks and
credit unions enhance their client/member experience and deepen
relationships with advice, financial planning, investment products,
technology capabilities, advisor recruiting, coaching and support.
To find out why experienced financial advisors and institutions are
joining Ameriprise, visit ameriprise.com/why.
About Centennial Bank
Centennial Bank is a customer focused bank that provides a broad
range of commercial and retail banking and related financial
services to businesses, investors, individuals, and municipalities.
Centennial Bank has locations in Arkansas, Florida, South Alabama,
Texas, and New York. They pride themselves on excellent customer
service, convenience to account holders and taking care of the
communities in which they operate.
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 advisors1, 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.
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.
Centennial Bank is not affiliated with Ameriprise Financial,
Inc.
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.
© 2024 Ameriprise Financial, Inc. All rights reserved.
1 Ameriprise Financial Q3 2023 Earnings Release.
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version on businesswire.com: https://www.businesswire.com/news/home/20240124969261/en/
Allison Harries, Media Relations 612.678.7035
allison.h.harries@ampf.com
Ameriprise Financial (NYSE:AMP)
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