Jeff Impey Joins Ameriprise Financial
Recently, financial advisor Jeff Impey, a Certified Financial Planner, made a significant shift in his career by joining Ameriprise Financial, Inc. He brings with him an impressive portfolio of $130 million in assets. This move from LPL Financial marks a new chapter in his commitment to delivering tailored financial solutions for his clients.
Commitment to Client Service
Impey expressed his desire to partner with a firm that prioritizes client interests and offers robust support systems. He emphasized that Ameriprise's focus on innovation greatly enhances his capability to serve his clients better. “I wanted to align with a firm that would make it easier to provide more personalized service for my clients,” he remarked. His clients have shown enthusiasm for the new opportunities available to them at Ameriprise.
Streamlining Practice Management
Impey is also excited about the practice management resources provided by Ameriprise, which are aimed at maximizing efficiency. These resources will facilitate better services and allow him to concentrate on what matters the most – the financial goals of his clients and their families.
The Transition Experience
Feedback from clients regarding the transition indicates a smooth move to Ameriprise. “The transition has been incredibly smooth, and I’m excited about the future of my practice,” Impey said, reflecting on the seamless integration of his services into Ameriprise's expansive network.
About Impey’s Experience
With over 18 years in the financial sector, Impey has built a reputation for offering in-depth guidance to his clients. His Client Service Associate, Bettie Jelks, works closely with him to ensure that the service excellence is maintained. Local support from Ameriprise's leadership, including Complex Director Kable Doria and Regional Vice President James Frisone, adds to the robust framework surrounding his practice.
Ameriprise’s Growing Appeal
The firm has seen a notable influx of skilled advisors, with over 400 moving to Ameriprise in a recent year and approximately 1,700 welcomed within the past five years. It’s evident that Ameriprise's approach to advisor support and client service is creating a strong incentive for experienced professionals to join the team.
In this evolving financial landscape, Impey's decision exemplifies a trend among advisors seeking firms that enhance their service offerings, allowing them to focus on their clients while utilizing advanced resources to manage their practices effectively.
About the Ameriprise Ultimate Advisor Partnership
The Ameriprise Ultimate Advisor Partnership program exemplifies the firm’s commitment to advisor success. This initiative uniquely positions advisors to grow their practices while ensuring that client relationships remain a top priority. It empowers advisors with resources, allowing them to manage their businesses efficiently.
About Ameriprise Financial
Ameriprise Financial has been a significant player in the financial sector for more than 130 years. They offer diverse investment advice, asset management, and insurance solutions supported by a nationwide network of about 10,000 financial advisors. Their longstanding history of helping clients build confidence in their financial futures reflects their dedication to excellence.
Frequently Asked Questions
Who is Jeff Impey?
Jeff Impey is a Certified Financial Planner who recently joined Ameriprise Financial, bringing with him $130 million in assets.
Why did Jeff Impey choose Ameriprise?
Impey chose Ameriprise for its focus on client service, innovation, and practice management resources that enhance efficiency.
How has the transition been for Impey’s clients?
Clients have reacted positively to the transition, with many excited about the new services and opportunities available at Ameriprise.
What support does Impey receive at Ameriprise?
He is supported by Bettie Jelks, his Client Service Associate, and leadership from Ameriprise, such as Kable Doria and James Frisone.
What is the Ultimate Advisor Partnership?
This partnership provides advisors with resources to help them grow their practices while delivering an exceptional client experience.
