Ameriprise Recruits Advisors

In photo from left to right: Dede Potticary, Neil Bailey, Molly Grimm and Susan Hangrave. Photo courtesy of Ameriprise Financial.

Ameriprise recruited several new advisors between January and February.

In February, Ameriprise added Neil Bailey, a financial advisor in Cincinnati, Ohio, with his team -- financial advisor Molly Grimm and client service associates Susan Hargrave and Dede Potticary -- as employees. The team comes from LPL Financial and manages around $186 milliion in total assets under management (AUM).

Financial advisor Paul Rose transitioned from Wells Fargo Clearing Services to Ameriprise with $123 million in AUM to Ameriprise's franchise channel, according to the company's release.

DNA Financial Advisors, from independent broker-dealer SagePoint Financial, turned to Ameriprise Financial for support and resources in acquisitions.

"I've always grown my business through referrals, but now I'm also excited to explore growing it through acquiring other practices with the help of Ameriprise,” said David Adams, DNA Financial’s financial advisor and managing director.

The once independent firm includes Adams, client service coordinator Stephen Kuhn and client service associate Judy Calcraft and will join Ameriprise’s employee channel.

DNA Financial Advisors has approximately $86 million in assets under management and is based in Ponte Vedra Beach, Fla.