Financial advisors Mario Lopez and Gerald Di Chiara have joined the Ameriprise employee channel with combined client assets under management of $275 million, the company announced earlier this week in a news release.
Lopez, an industry veteran with over 20 years of experience, was formerly with Edward Jones, where he managed $175 million in client assets. He joins the Ameriprise office in Dallas, which recently relocated to a new office space in Preston Center. He is supported locally by Ameriprise branch manager Blake Harris.
“I chose Ameriprise because the firm has deep expertise in financial planning, and continually invests in the technology to help advisors deliver what high-net-worth clients need today and into the future,” he said in the news release.
Di Chiara joins Ameriprise from Merrill Lynch in New York City. He has 13 years of industry experience and manages $100 million in client assets. Di Chiara is supported locally by Ameriprise Complex Director Todd Hubley.
“I was attracted to Ameriprise’s reputation as a leading wealth manager,” Di Chiara said in the news release. “I’m excited to offer my clients a deeper digital experience to help them achieve their goals.”
Founded in 1894, Ameriprise Financial, Inc., is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis.