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West Prosperity Management, which features Private Prosperity Advisor Michael West, CFP® and economical advisors Andrew West, AIF® and Laura Prepare dinner, CFP®, just lately joined the impartial channel of Ameriprise Monetary, LLC (NYSE: AMP) from Raymond James with $150 million in belongings below management. The team had been hunting for the proper time and chance to transfer independent they felt assured shifting now mainly because they uncovered the versatility and efficiency to proceed to offer a top quality level of service to their consumers and strategically grow their apply.
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“We have significant aims to make efficiencies and develop West Wealth Administration. Time is a beneficial source, and the purpose I operate this business is mainly because I wanted versatility to spend my time wherever it’s most important,” reported Michael West, who has 28 yrs of encounter in the industry. “What drew us to Ameriprise was the opportunity to be impartial – indicating to retain manage of our natural environment and have more overall flexibility in the way we set up our follow – while acquiring a strong national brand name supporting us.”
Andrew West joined his father’s apply in 2011 and has formulated strategic partnerships with organization proprietors to provide outlined reward options and assistance on government compensation inside the retirement strategy space. “My emphasis is creating partnerships with facilities of influence, which includes CPAs, and serving to organization homeowners with company retirement prepare style and design. We glance forward to getting this area of our company to the subsequent degree.”
Laura Prepare dinner joined the apply in 2013 and has constructed a status for serving women of all ages consumers. “It’s no magic formula that ladies, in particular functioning mothers, have been notably impacted by the pandemic. Our group has worked challenging to increase their monetary assurance by really listening to their fears and supporting them generate a approach to realize their objectives.”
Michael West’s crew also features his daughter and consumer concierge Katherine West, functions manager Priscilla Rackley, and receptionist Emily West. The exercise, which is based in Travelers Rest, South Carolina, serves a huge selection of shoppers and organizations in 33 states throughout the nation. Michael Barker supports the team as their Ameriprise franchise subject vice president.
Extra than 4,300 fiscal advisors have joined Ameriprise considering the fact that 2008.1 To discover out why knowledgeable fiscal advisors are joining Ameriprise, visit ameriprise.com/why.
About Ameriprise Money
At Ameriprise Monetary, we have been supporting people sense assured about their fiscal upcoming for far more than 125 several years. With comprehensive advisory, asset management and insurance plan abilities and a nationwide network of about 10,000 economical advisors, we have the power and expertise to provide the entire selection of personal and institutional investors’ fiscal requires. For far more details, or to discover an Ameriprise fiscal advisor, pay a visit to ameriprise.com.
Ameriprise Economic Providers, LLC is an Equal Chance Employer.
Ameriprise Money Companies, LLC. Member FINRA and SIPC.
© 2020 Ameriprise Money, Inc. All rights reserved.
1 Business information as of Q2 2020.
Perspective resource model on businesswire.com: https://www.businesswire.com/information/house/20201217005141/en/
Source: Ameriprise Monetary
Stephanie Siegle, Media Relations
612.671.2593
[email protected]
COMTEX_376380375/2456/2020-12-17T10:00:21
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Copyright Business Wire 2020
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