Experienced Financial Advisor Brings Significant Assets to Ameriprise

Experienced Financial Advisor Joins Ameriprise Financial

Financial advisor Ben Fogarty, MBA, has taken an exciting step in his career by joining the branch channel of Ameriprise Financial, Inc. (NYSE: AMP). With over 25 years in the financial services industry and nearly $140 million in assets, Fogarty brings a wealth of experience and a client-centric approach. His decision to transition from LPL Financial highlights the firm’s advanced technology platform and supportive culture, making it an attractive place for seasoned advisors.

Why Ben Fogarty Chose Ameriprise Financial

Fogarty expressed that one of the primary reasons for his move was Ameriprise's strong technology and resources. He believes these tools will enable him to provide even better services to his clients. "The technology, products, and resources at Ameriprise will allow me to deliver even greater value to clients," Fogarty shared. This enthusiasm for technological advancement reflects a growing trend among financial professionals who seek to enhance their service offering.

Personalized Financial Planning for Clients

As he embarks on this new chapter, Fogarty is eager to offer clients a more personalized and comprehensive financial planning experience, especially vital for those nearing retirement. "Watching clients achieve their financial goals is the most rewarding part of my job, and I’m thrilled that the firm’s tools and support will help even more of them realize those goals," he stated. This personal approach is crucial in today’s financial environment, where clients demand tailored solutions that align with their life stages and goals.

The Support Team and Community at Ameriprise

Joining Fogarty in his new role is registered client service associate Karla O’Fallon, who reinforces the idea of a collaborative environment designed to enhance client service. Furthermore, they benefit from the leadership of Ameriprise Complex Director Christopher Knust, affirming the strong support network available to advisors within the firm.

Ameriprise Financial's Growth and Attraction of Advisors

Ameriprise Financial has been on a path of growth, attracting talented financial advisors, with approximately 1,700 new advisors joining the firm over the last five years. This trend emphasizes the company's commitment to providing an environment conducive to advisor and client success.

About the Ameriprise Ultimate Advisor Partnership

The Ameriprise Ultimate Advisor Partnership offers a unique framework for advisors to thrive. It is designed to help financial professionals accelerate their growth while ensuring a top-notch client experience. With a culture that emphasizes both support and independence, this partnership provides the necessary infrastructure for advisors to scale their businesses and strengthen client relationships.

About Ameriprise Financial

Established for over 130 years, Ameriprise Financial is dedicated to helping clients build confidence in their financial futures. With a vast network of about 10,000 financial advisors, the firm offers extensive investment advice, asset management, and insurance solutions tailored to meet a diverse range of individual and institutional investor needs. The combination of experience and innovation positions Ameriprise Financial as a leading player in the financial services industry.

Frequently Asked Questions

What assets did Ben Fogarty bring to Ameriprise Financial?

Ben Fogarty brought nearly $140 million in assets to Ameriprise Financial upon joining.

Why did Fogarty choose Ameriprise Financial?

He cited Ameriprise's robust technology platform and client-focused culture as key reasons for his move.

Who is supporting Fogarty in his new role?

Karla O’Fallon, a registered client service associate, is joining Fogarty in his role, supported by Complex Director Christopher Knust.

How is Ameriprise Financial attracting advisors?

Ameriprise has attracted approximately 1,700 new advisors in the last five years, showcasing its growing reputation in the industry.

What is the Ameriprise Ultimate Advisor Partnership?

This partnership enables advisors to accelerate growth while delivering an excellent client experience and deepening relationships.

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