Advisors with $150 Million Join Ameriprise Financial Because of Strong Company Values ​​and Practice Growth Capabilities

MINNEAPOLIS–(BUSINESS WIRE)–Ameriprise Financial, Inc. (NYSE: AMP) today announced that financial advisors Michael Tison and David Fry have joined the company for its strong values ​​and infrastructure to fuel future growth. Advisors manage $150 million in client assets and maintain offices in Harrisburg and Marion, Illinois. They joined Align Wealth Managementa well-established team within Ameriprise’s independent chain led by Private Wealth Advisor and CEO Drew Watson, CPF®. Tison and Fry were previously at Wells Fargo.

Extensive research and due diligence led Tison and Fry to join Ameriprise

Tison and Fry’s search for a new broker began in 2021 when they created their business plan for the next decade. They realized they needed the reputation and capabilities of a strong company to help them achieve the next level of growth and success. Joining Align Wealth and Ameriprise gave them the ability to hire more staff and deliver an even stronger client experience through sophisticated technology.

Reflecting on the decision, Tison said: “I’ve known Drew Watson for a long time – in fact, we’re from the same hometown and our dads were friends. Strong values ​​drive us and this is also how Drew and his team deliver customer service. Plus, they have the infrastructure and capacity to support the growth we want in the years to come. Ameriprise has been great working with the transition as we upgrade our business. »

“This decision was also to practice what I preach to clients about having a retirement plan. Although I plan to work another 10 years, my clients appreciate that I am proactive and have a solid plan to take care of them and their families for decades to come,” added Tison.

Tison and Fry’s team includes Kelly Ramsey, a certified paraglider for 20 years, as well as support staff Cheryl Blair and Ashley Maier.

Align Wealth aims for continued growth

Under Watson’s leadership, Align Wealth, which manages $1.1 billion in client assets, is growing rapidly. In addition to Tison and Fry, the practice has added 3 counselors and 4 staff members over the past year, including Gary Ward, CFP®CRPC®a 26-year veteran Ameriprise Advisor located in Brentwood, Tennessee.

“Our growth is about helping more people plan for their financial future,” Watson said. “We want to hire advisors who share our passion for customer service and running a quality business. Michael, David and their staff fit that description perfectly.

Reflecting on how Ameriprise supports his team’s growth, Watson added, “My team appreciates Ameriprise’s robust integration support and thoughtful integrated technology – including CRM intelligence reporting – that enables appealing to advisors and their clients and to coordinate activities across our many offices.

Ameriprise continued to attract experienced and productive advisors, with approximately 1,600 people joining the company over the past 5 years.1 To learn why experienced financial advisors join Ameriprise, visit ameriprise.com/why.

About Align Wealth Management

Drew Watson is the CEO of Align Wealth Management, a private wealth advisory practice of Ameriprise Financial, headquartered in Owensboro, Ky. Align Wealth employs 14 financial advisors and 14 staff members who manage $1.1 billion in client assets. The team, which operates from multiple offices in Kentucky, Tennessee and Illinois, received the Ameriprise Customer Experience Award in 2021 and 2020, recognizing how they consistently provide personalized advice and goal-oriented and exceptional customer service. And, in a recent client satisfaction survey, Align Wealth Management was rated 4.9 out of 5 in overall satisfaction based on 124 reviews.2

About Ameriprise Financial

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

Certified Financial Planner Board of Standards Inc. holds the CFP certification marks®CERTIFIED FINANCIAL PLANNERMT and Federally Registered CFP (with Flame Design) in the United States, which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Ameriprise Financial Services, LLC is an Equal Opportunity Employer.

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 Clients can take an internal Ameriprise survey and rate an advisor or firm based on their satisfaction with the team or firm, on a scale of 1 to 5 (1=extremely dissatisfied to 5=extremely satisfied ). Client experiences may vary and working with any Ameriprise financial practice is not a guarantee of future financial results. Investors should not consider this rating as a substitute for their own research and assessment of a financial firm’s qualifications. Only customers with access to Ameriprise’s secure customer site can submit a review. Ratings reflect an average of all customer responses received over a rolling two-year period as of 12/31/2020.

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