Ameriprise Financial Names Brian Mora Senior Vice President of Experienced Advisor Recruiting
09 Dezembro 2024 - 1:45PM
Business Wire
Ameriprise Financial, Inc. (NYSE: AMP) today announced that
Brian Mora has been named Senior Vice President of Experienced
Advisor Recruiting. Mora has more than 20 years with Ameriprise,
most recently as regional vice president in the central region of
the firm’s branch channel. In his new role, he will lead a
nationwide team of recruiters and field leaders responsible for
bringing quality experienced advisors from across the industry to
Ameriprise. Mora will report to Pat O’Connell, President and
Executive Vice President of the Ameriprise Branch &
Institutions Groups.
“Brian brings an impressive track record of driving results and
a genuine passion for advisor recruiting to this role,” said Pat
O’Connell, President and Executive Vice President of the Ameriprise
Branch & Institutions Groups. “Brian is well positioned to
build on the firm’s recruiting success as he’s held a variety of
leadership positions across our branch and independent channels –
all of which will serve him and his new team well as they continue
to attract top advisor talent to Ameriprise.”
“I’m honored to step into this role and bring our firm’s
unmatched value to even more top advisors across the industry,”
said Mora. “Ameriprise surrounds our advisors with the resources
and support they need to deliver an outstanding client experience,
stand out from the competition and achieve their growth goals. It’s
a compelling value proposition backed by a firm with a 130-year
track record of integrity and success.”
Mora holds a Bachelor of Science in Finance and Management from
Montclair State University and a variety of professional
designations including Certified Financial Planner (CFP), Chartered
Retirement Planning Counselor (CRPC), and Accredited Wealth
Management Advisor (AWMA).
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
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.
Certified Financial Planner Board of Standards, Inc. (CFP Board)
owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™
certification mark, and the CFP® certification mark (with plaque
design) logo in the United States, which it authorizes use of by
individuals who successfully complete CFP Board’s initial and
ongoing certification requirements.
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.
© 2024 Ameriprise Financial, Inc. All rights reserved.
1 Ameriprise Financial 2023 10-K. 2 Ameriprise Financial Q2 2024
Earnings Release.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20241209486204/en/
Alison Mueller, Media Relations 612.678.7183
Alison.g.mueller@ampf.com
Ameriprise Financial (NYSE:AMP)
Gráfico Histórico do Ativo
De Nov 2024 até Dez 2024
Ameriprise Financial (NYSE:AMP)
Gráfico Histórico do Ativo
De Dez 2023 até Dez 2024