MINNEAPOLIS–(BUSINESS WIRE)–May 10, 2022–
Private Wealth Advisor Christine Gustafson, founder and managing director of Phoenix Wealth Management, recently joined Ameriprise Financial, Inc. (NYSE: AMP) from UBS with more than $450 million in client assets. Gustafson and his team operate from their office in Phoenix. They chose Ameriprise because of the company’s long-standing commitment to financial planning, cutting-edge technology and sophisticated investment research.
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Phoenix Wealth Management has joined Ameriprise Financial. From left to right: Founder and CEO Christine Gustafson, Lisa Campbell, Amanda Morrell and Norman Lemus, CPWA®, CEPA, CRPC®. (Photo: BusinessWire)
With more than 30 years specializing in wealth management for high net worth individuals, family offices and charitable foundations, Gustafson has developed his practice into a five-person team that serves a diverse clientele across Arizona and the United States. United. Reviewing Ameriprise, she was thrilled to learn that the company shares her passion for exceptional customer service and empowers investors to give back to the causes they care about most.
“We take a holistic and personalized approach to wealth management. Our strategic partnership with Ameriprise provides us with the best technology and leadership to thrive – providing clients with the insight and perspective needed to create financial peace of mind,” Gustafson said. “We customize each client’s portfolio based on their unique needs – we don’t try to fit clients into the standard five-risk category model. In our search for a new business, it was clear that Ameriprise’s values aligned with ours and shared our goal of managing the money of wonderful clients – many of whom are philanthropy-oriented. »
“We are thrilled to have Christine and her team join Ameriprise,” said Ryan Lurie, who backs Gustafson as an Ameriprise branch manager. “We look forward to partnering with her to grow her practice based on her values and vision, which is to ultimately help more people through comprehensive financial planning.”
Gustafson’s team also includes a private wealth advisor and a managing director Norman Lemus, CPWA®, CEPA, CRPC®. Lemus has more than a decade of experience serving clients and is a portfolio manager on the team’s tobacco-free portfolio, which was designed specifically for the American Heart Association. He entered the industry after serving in the United States Marine Corps Reserve as a Sergeant. Advisors are supported by a senior registered practice associate Amanda Morel and Senior Registered Customer Service Associate Lisa Campbell.
Ameriprise continued to attract experienced and productive financial advisors, with approximately 1,600 people joining the company over the past 5 years. 1 Nine out of 10 advisors who have joined Ameriprise say the company’s technology, financial planning capabilities, and ability to acquire customers are better than their previous company. 2 To learn why experienced financial advisors join Ameriprise, visit ameriprise.com/why.
About Christine Gustafson and Phoenix Wealth Management
Christine Gustafson and Norm Lemus lead Phoenix Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC in Phoenix, Arizona, which provides a full suite of tailored wealth management services for clients, including financial planning sophisticated and trust fund management. Their proprietary “Tobacco Free Wallet” was developed for the American Heart Association and has been used by a number of their clients and family offices. The team, which manages over $450 million in client assets, builds personal relationships with clients and is committed to providing first-class service and giving clients the right tools as they seek peace of mind financial minded.
Gustafson’s specialty is charitable giving, including donor-advised funds and family foundations. She has a long personal legacy of giving back — she has been a 30-year volunteer for the American Heart Association (AHA) and serves on the AHA’s Investment Committee, which oversees the $670 million investment fund of the AHA, since 2009. For 11 years, she served on the $7.5 billion University of Virginia Endowment Council (UVIMCO), recognized as one of the most successful endowment funds in the nation.
About Ameriprise Financial
At Ameriprise Financial, we’ve been helping people feel confident in their financial future for over 125 years. With extensive advisory, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors 3, we have the strength and expertise to meet the full range of investors’ financial needs. individual and institutional.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Ameriprise Financial Services, LLC. FINRA and SIPC member.
© 2022 Ameriprise Financial, Inc. All rights reserved.
1 Ameriprise Financial 2021 10-K.
2 Ameriprise asked experienced advisors who have transferred their portfolio of business to the company in the past five years to compare its support, resources and capabilities to their previous company and express their satisfaction with of their experience. The survey results identified the key ways Ameriprise stands out against its competitors. 294 advisers responded to the “Ultimate Advisor Partnership survey, which was conducted in November 2021.
3 Ameriprise Financial First Quarter 2022 Earnings Release.
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CONTACT: Ameriprise Financial, Inc.
Stéphanie Siegle, Media Relations
KEYWORD: MINNESOTA ARIZONA UNITED STATES NORTH AMERICA
SECTOR KEYWORD: PROFESSIONAL SERVICES PHILANTHROPY OTHER PHILANTHROPY FINANCE FOUNDATION BANK
SOURCE: Ameriprise Financial
Copyright BusinessWire 2022.
PUBLISHED: 05/10/2022 10:00 AM/DISC: 05/10/2022 10:02 AM