Financial advisors Michael Tison and David Fry, operating as Tison Wealth Management with offices in Harrisburg and Marion, Ill., have partnered with Align Wealth Management, an Owensboro, Ky.-based practice led by advisor and CEO Drew Watson, to join the Ameriprise Financial independent channel, the companies recently announced in a news release.
Tison and Fry were formerly with Wells Fargo, where the independent duo and their team, including licensed paraplanner Kelly Ramsey and support staff Cheryl Blair and Ashley Maier, reportedly managed $150 million in client assets.
“I’ve known Drew Watson for a long time,” Tison said in the news release. “In fact, we’re from the same hometown and our fathers were friends. Strong values drive us and it's also how Drew and his team deliver client service.”
Tison also said that Align, in partnership with Ameriprise, had the infrastructure and ability to help him and Fry scale their practice according to the business plan they had developed.
“Ameriprise has been great to work with on the transition as we get our business up to speed,” Tison said in the news release.
Founded in 1894, Ameriprise Financial Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis.