Four advisors with a combined $379 million in client assets have joined Ameriprise in Texas and Maine, according to a news release.
David Moss and Jay Campbell joined in Houston from Merrill Lynch with $190 million in client assets. The pair moved to Ameriprise to take advantage of the firm’s integrated suite of technology capabilities designed around the way clients live and work.
“We treat our clients like extended members of our family, and we strive to deliver exceptional service and solutions," Moss said in a statement. “Ameriprise helps us accomplish this through their financial tools and breadth of resources,” he added. Moss has served clients for 25 years.
Campbell, who has five years in the industry, said Ameriprise fits their team culture. “We like where they are and where they are going in the financial planning space,” he said. “The technology we now have access to has eased our transition, and we are excited about how it will help us stay connected with our clients.”
Larry Padron, who joined from Stifel with $121 million in client assets, will lead Ameriprise’s Southlake, Texas, office with eight advisors and three staff members. He is responsible for supporting advisors in creating a referable, efficient, scalable business and recruiting new advisors to the branch, the release said.
Padron, who has almost two decades of management experience, serves a clientele that includes many professionals and families focused on preserving wealth and generating retirement income. He said he was intrigued by Ameriprise’s technical prowess, “and the more I investigated the firm, the more I was convinced moving here was the right decision for my clients. I’m excited to tell my fellow advisors about the value of serving their clients at Ameriprise,” he said. “I’ve recruited many advisors in my career, and I’ve never seen such wide-reaching, customizable support with a transition as I have at Ameriprise.”
Troy Malbon joined Ameriprise in Portland, Maine, from UBS with $68 million in client assets. “Top on my list was joining a firm fully committed to the advisor-client experience,” he said. “Their tools allow my clients and I to view goals and progress on any device, anytime, and in a way that brings the experience to life.”
Founded in 1894, Ameriprise Financial Inc., is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis. More than 4,300 financial advisors have joined Ameriprise since 2008.