Experienced Advisory Team With $160 Million in Assets Joins Ameriprise Financial for Innovative Technology, Advisory Program and Culture
Businesswire·2026-08-18 00:54公司动态 - 两位财务顾问Lee Winters III和Chris McClure从富国银行清算服务公司加入Ameriprise Financial的渠道部门[1] - 两位顾问位于南卡罗来纳州哥伦比亚市，携带1.6亿美元客户资产加入[1] - 客户服务助理Darragh James也随同加入[1] - 此次转职并非主动考虑，而是受一位值得信赖的导师转至Ameriprise的启发[1]