Ameriprise Monetary Welcomes Jennifer Marcontell and Her Crew, Prime-Ranked Advisory Observe Managing $1.7 Billion in Belongings

MINNEAPOLIS–(BUSINESS WIRE)–A top-ranked Barron’s monetary advisor, Jennifer Marcontell, CFP^®, ChFC^®, AAMS^®, CRPC^®, APMA^® and her staff, just lately joined the impartial channel of Ameriprise Monetary, Inc. (NYSE: AMP) from Edward Jones in Baytown, Texas with $1.7 billion in property. Marcontell and her staff, who now function beneath the identify Marcontell Wealth Administration, transitioned to Ameriprise to take their wealth administration capabilities to the following degree with enhancements supplied by Ameriprise’s built-in expertise platform. With revolutionary digital instruments and improved effectivity for his or her follow, Marcontell Wealth Administration is concentrated on delivering an distinctive, client-first service expertise to the households they serve.

Earlier than making the transfer, Marcontell and her staff thoughtfully explored a wide range of companies, assessing each in opposition to their standards: a client-first tradition, refined funding platform, and built-in expertise that helps the advisor-client relationship. Ameriprise supplied the options she and her staff have been searching for and supplied them the flexibleness to curate the service expertise they envision for his or her shoppers. She discovered the agency’s impartial channel to have the combination of help and adaptability.

“{Our relationships} with the households and people we serve are the inspiration of the whole lot we do as a staff,” stated Marcontell, who has greater than 20 years of expertise serving to shoppers attain their monetary objectives. “I’m assured that the transition to Ameriprise will assist us strengthen these relationships even additional, by enabling us to streamline our service mannequin and harness the agency’s spectacular vary of built-in options.”

Marcontell discovered Ameriprise to be her alternative after assembly personally with many members of agency management, together with Timari Robison, Ameriprise’s Nationwide Ladies’s Recruiting Director.

“We’re thrilled to welcome Jennifer and her staff to the Ameriprise household,” stated Robison. “Our aim is to be the agency of alternative for high quality advisors, providing them the prospect to develop their practices and develop their groups based mostly on their imaginative and prescient and development objectives. The extent of belief Jennifer and her staff have with their shoppers is exceptional, and he or she acknowledged she and her staff might be doing much more for them with Ameriprise behind her.”

Determination to affix Ameriprise was finest for Marcontell, her shoppers, and her staff

Marcontell Wealth Administration will keep tight-knit, longstanding relationships with their high-net price shoppers, a lot of whom are in power and chemical industries and navigating life transitions. They work with roughly 450 households who’ve greater than $four million, on common. Marcontell and her staff really feel assured becoming a member of Ameriprise due to the agency’s unequalled deal with delivering a complete consumer expertise by means of monetary planning and recommendation.

Moreover, the transfer to Ameriprise permits Marcontell and her staff to additional construct out their follow model, capitalize on efficiencies, and supply improvement alternatives for his or her staff.

“After I considered the way forward for my follow, it grew to become clear that I wanted to seek out methods to extend our effectivity and supply improvement alternatives for my staff members. At Ameriprise, I can empower my staff members to tackle better roles in delivering exemplary service to our shoppers. The agency gives a wealth of assets, together with vital digital capabilities that create capability for us to spend extra time with the households and people we serve,” stated Marcontell.

Marcontell’s staff additionally consists of Affiliate Monetary Advisor Allie Gwynn AAMS^®, Affiliate Monetary Advisor Todd Patton, Operations Coordinator Ryan Heard, Operations Specialist Tenna Howard, Consumer Service Specialist Alicia Bryan, Advertising and marketing Specialist Kenzie Lackey, Consumer Service Specialist Victoria Gonzalez, and Affiliate Monetary Advisor Erik Pettine. Ameriprise Regional Vice President Tres Rouquette and Ameriprise Discipline Vice President Logan Clipp help the staff.

Ameriprise has continued to draw skilled, productive monetary advisors, with roughly 1,600 becoming a member of the agency within the final 5 years.¹ 9 out of ten advisors who joined Ameriprise say the agency’s expertise, monetary planning capabilities and talent to accumulate shoppers is best than their earlier agency.² To search out out why skilled monetary advisors are becoming a member of Ameriprise, go to ameriprise.com/why.

About Ameriprise Monetary

At Ameriprise Monetary, now we have been serving to folks really feel assured about their monetary future for greater than 125 years. With in depth advisory, asset administration and insurance coverage capabilities and a nationwide community of roughly 10,000 monetary advisors, now we have the energy and experience to serve the complete vary of particular person and institutional buyers’ monetary wants.

Not FDIC or NCUA Insured

No Monetary Establishment Assure

Might Lose Worth

Licensed Monetary Planner Board of Requirements Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^TM and federally registered CFP (with flame design) within the U.S., which it awards to people who efficiently full CFP Board’s preliminary and ongoing certification necessities.

Ameriprise Monetary can not assure future monetary outcomes.

Ameriprise Monetary Providers, LLC is an Equal Alternative Employer.

Funding advisory services and products are made obtainable by means of Ameriprise Monetary Providers, LLC, a registered funding adviser.

Ameriprise Monetary Providers, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Monetary, Inc. All rights reserved.

1 Ameriprise Monetary 2021 10-Ok.

2 Ameriprise requested skilled advisors who moved their e-book of enterprise to the agency within the final one-to-five years to check its help, assets, and capabilities to their earlier agency and state their satisfaction with their expertise. The survey outcomes recognized the highest methods Ameriprise stands out in comparison with rivals. 294 advisors responded to the “Final Advisor Partnership” survey, which was carried out in November 2021.