Financial Advisor Ronnie Sansom Joins Ameriprise Financial
Ronnie Sansom, a Certified Financial Planner, has made waves in the financial services world by joining the independent channel of Ameriprise Financial, Inc. (NYSE: AMP). The advisor completed his transition from Edward Jones and arrives with an impressive $110 million in assets under management. His practice collaboration with Branch Administrator Karen Philpott is a promising development for client services.
Reasons for Choosing Ameriprise
Sansom has taken the time to reflect on his significant career move and identified several compelling reasons for his choice of Ameriprise as his new home.
A Commitment to Financial Planning
“The firm’s longstanding focus and dedication to comprehensive financial planning mirrors my own,” Sansom explained. He emphasized how Ameriprise's sophisticated tools and capabilities would enable him to expand his practice while ensuring that client care remains paramount. This commitment signals his dedication to both his clients and the overall goals of his practice.
Streamlined Onboarding Support
An area where Sansom felt particularly confident was with the onboarding process. “I was assured that Ameriprise’s transition team would work diligently to make this move as seamless as possible for my clients and me,” he remarked. Now two months into his transition, he notes the unwavering support he has received, which has made the transition not only smooth but effective.
Diverse Investment Offerings
Additionally, Sansom cited the wide array of investment products Ameriprise provides as a reason for his transition. “Ameriprise offers extensive investment options tailored to meet the distinct needs and expectations of my clients,” he shared. The wealth management platform's advanced technology allows him to customize services efficiently on an individual basis, enhancing the client experience significantly.
Local Support and Growth of Ameriprise
The local operations are backed by Ameriprise Franchise Field Vice President Sabrina Tacheny and Regional Vice President Tres Rouquette, who contribute to maintaining the high standard of service offered to clients.
Over the past five years, Ameriprise has experienced a surge in experienced advisors, with nearly 1,700 new financial professionals joining the firm. Such growth highlights the firm’s appealing proposition to talented advisors, showcasing its supportive structure and commitment to client success.
The Ultimate Advisor Partnership at Ameriprise
One distinguishing feature of Ameriprise is its Ultimate Advisor Partnership. This program empowers advisors to enhance their growth opportunities while maintaining a top-tier client experience. By creating an atmosphere of independence coupled with extensive support, the partnership is designed to foster deeper client relationships and promote referrals, paving the way for future expansion.
A Legacy of Confidence at Ameriprise Financial
Ameriprise Financial has a storied history of helping individuals gain confidence in their financial futures for over 130 years. With a wide-reaching network of approximately 10,000 financial advisors, Ameriprise incorporates extensive investment advice, asset management, and insurance services, catering to a full spectrum of individual and institutional investor needs.
As an organization, Ameriprise Financial Services, LLC, operates as a registered investment adviser, and offers an array of advisory products. As a proud member of FINRA and SIPC, Ameriprise ensures compliance while providing superior service.
Frequently Asked Questions
What prompted Ronnie Sansom to join Ameriprise Financial?
Ronnie Sansom joined Ameriprise Financial primarily due to its strong commitment to financial planning and comprehensive client care, which aligns with his personal values.
How much in assets does Sansom bring to Ameriprise?
Sansom joins Ameriprise with $110 million in assets under management, marking a significant contribution to the company.
What type of support did Sansom receive during his transition?
Sansom received extensive onboarding support from Ameriprise, helping to ensure a smooth transition for both himself and his clients.
What is the Ultimate Advisor Partnership?
The Ultimate Advisor Partnership is a program by Ameriprise designed to help advisors accelerate growth while maintaining an exceptional level of service to clients.
How long has Ameriprise been in business?
Ameriprise Financial has been aiding individuals with their financial journeys for over 130 years, establishing a solid reputation for trust and dedication.
