Two teams of financial advisors with $259 million in combined client assets have joined the employee channel of Ameriprise Financial, the Minneapolis-based company announced today in a news release.
Jeffrey Davis joins from Morgan Stanley in Plano, Texas, where he managed $155 million in client assets. Davis’s team includes his longstanding registered client service associate Monica Smith. Ameriprise complex director Jonathan Frigo provides local leadership support.
Glen Wilk, operating under the name GRWilk & Associates Wealth Advisors, joins from Wells Fargo in Duluth, Ga., where he managed $104 million in client assets. Wilk specializes in financial planning for multigenerational client families. His practice includes financial advisor Renea Eldridge. Ameriprise branch manager Scott Masters supports the team.