Financial advisors Steve Potter in Charleston, S.C., and Frank Gordon and John Beninato in Red Bank, N.J., have joined the Ameriprise Financial branch channel with a combined total of $232 million in client assets, the companies said in a news release.
Potter joins Ameriprise from Morgan Stanley, where he managed $125 million in client assets.
For the past 18 months, the news release reported, he performed his due diligence by searching out a new partner.
Potter is supported by Ameriprise branch manager Jamie O’Brien.
Gordon and Beninato join Ameriprise from the Massachusetts Mutual Life Insurance Company (MassMutual), where they and their team managed $107 million in client assets.