Advisor with nearly $150 million in assets joins Ameriprise for a customer-centric culture and cutting-edge technology

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Financial Advisor Paul Holt recently joined Ameriprise Financial, Inc. (NYSE: AMP) of Raymond James in Winter Park, Florida. Holt said Ameriprise became the top choice for his practice after learning more about the company’s array of technology capabilities and its customer-centric culture.

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Financial advisor Paul Holt recently joined Ameriprise Financial, Inc. (NYSE: AMP) in Winter Park, Florida. Holt said Ameriprise became the top choice for his practice after learning more about the company’s array of technology capabilities and its customer-centric culture. (Photo: BusinessWire)

Holt, who grew to manage $147 million in client assets in 36 years leading his practice, was immediately drawn to Ameriprise when he made the decision to move his practice. He has found that Ameriprise’s culture and values ​​complement his dedication to customer service.

Reflecting on his decision, Holt said, “The reason I moved to Ameriprise was simple: I wanted more time to work directly with my clients. Ameriprise is a longtime leader in financial planning, and it was important to me to have unparalleled support, strong investing capabilities, and a broad product line that can improve how I serve clients to better meet to their unique needs.

Additionally, Holt added, “The transition to Ameriprise and the hands-on onboarding support I have received has been top-notch. Within days I was up and running – it couldn’t have been a more streamlined and efficient process.

Holt is supported by the director of the Ameriprise complex Dylana Hopler.

Bobbie Hageman, Ameriprise’s vice president for advisor transitions and acquisition program management, and her team worked closely with Holt’s team during her transition. “We are delighted to welcome Paul to Ameriprise. When advisors join our firm, we provide expert support and create a personalized transition plan leveraging the Ameriprise OnboardPro technology platform,” Hageman said. “The plan for any transition is to make it as seamless as possible. We are doing most of the administrative heavy lifting to take much of the pressure off of moving to a new practice, allowing advisors to focus on service. to the needs of their customers.

Ameriprise has continued to attract experienced and productive financial advisors, with approximately 1,600 people joining the company over the past 5 years.1 Nine out of 10 advisors who have joined Ameriprise say the company’s technology, financial planning capabilities, and ability to acquire customers are better than their previous company.2 To learn why experienced financial advisors join Ameriprise, visit ameriprise.com/why.

About Ameriprise Financial

To Ameriprise Financial, we’ve been helping people feel confident about their financial future for over 125 years. With extensive advisory, asset management and insurance capabilities and a nationwide network of around 10,000 financial advisors3we have the strength and expertise to meet the full range of financial needs of individual and institutional investors.

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 capital and a fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial Services, LLC. FINRA and SIPC member.

© 2022 Ameriprise Financial, Inc. All rights reserved.

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1 Ameriprise Financial 2021 10-K.
2 Ameriprise asked experienced advisors who have transferred their portfolio of business to the company in the past five years to compare its support, resources and capabilities to their previous company and express their satisfaction with their experience. The survey results identified the key ways Ameriprise stands out against its competitors. 294 advisers responded to the “Ultimate Advisor Partnership” survey conducted in November 2021.
3 Publication of Ameriprise Financial Q1 2022 results.

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