Ameriprise Financial Welcomes Jennifer Marcontell and Her Team, Top-Ranked Advisory Practice Managing $1.7 Billion in Assets

A top-ranked Barron’s financial advisor, Jennifer Marcontell, CFP, ChFC, AAMS, CRPC, APMA and her team, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Edward Jones in Baytown, Texas with $1.7 billion in assets. Marcontell and her team, who now operate under the name Marcontell Wealth Management, transitioned to Ameriprise to take their wealth management capabilities to the next level with enhancements offered by Ameriprise’s integrated technology platform. With innovative digital tools and improved efficiency for their practice, Marcontell Wealth Management is focused on delivering an exceptional, client-first service experience to the families they serve.

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Before making the move, Marcontell and her team thoughtfully explored a variety of firms, assessing each one against their criteria: a client-first culture, sophisticated investment platform, and integrated technology that supports the advisor-client relationship. Ameriprise provided the solutions she and her team were seeking and offered them the flexibility to curate the service experience they envision for their clients. She found the firm’s independent channel to have the mix of support and flexibility.

“Our relationships with the families and individuals we serve are the foundation of everything we do as a team,” said Marcontell, who has more than 20 years of experience helping clients reach their financial goals. “I’m confident that the transition to Ameriprise will help us strengthen those relationships even further, by enabling us to streamline our service model and harness the firm’s impressive range of integrated solutions.”

Marcontell found Ameriprise to be her choice after meeting personally with many members of firm leadership, including Timari Robison, Ameriprise’s National Women’s Recruiting Director.

“We’re thrilled to welcome Jennifer and her team to the Ameriprise family,” said Robison. “Our goal is to be the firm of choice for quality advisors, offering them the chance to grow their practices and develop their teams based on their vision and growth goals. The level of trust Jennifer and her team have with their clients is remarkable, and she recognized she and her team could be doing even more for them with Ameriprise behind her.”