Three Advisors with $400 Million in Assets Move Their Practices to Ameriprise for Technology and Financial Planning Capabilities

Ameriprise Financial, Inc. (NYSE: AMP) recently added three financial advisors to its independent channel with more than $400 million in combined client assets. Albert Stanton, AIF joined from Cetera Advisors LLC with $125 million in client assets in Sandwich, Massachusetts. Kevin Frontone, CFP, AAMS joined from Edward Jones with $107 million in client assets in Springfield, Illinois. Separately, Kent (Bo) Hunter joined from Edward Jones with $172 million in client assets in Fort Smith, Arkansas.

Ameriprise was a clear choice for Stanton after an extensive search

“We were looking to increase our suite of resources, technology and support to provide an enhanced client experience,” said Stanton. “After an extensive search, Ameriprise was the clear choice for us.”

Stanton says there were three main reasons he and his team joined Ameriprise:

• Technology: “We’re now able to offer a mobile app and online portal for more streamlined and interactive client account viewing. The Ameriprise digital tools also allow us to seamlessly track goals and manage portfolios, creating efficiency that frees up our time to focus on clients.”
• Support: “Ameriprise’s back-office support has been great from day one. The transition expertise and guidance were a huge help, along with the dedicated team that we can go to with questions.”
• Stability and Focus: “Partnering with a firm whose main focus is working with advisors was very important to us. Ameriprise has over 100 years of experience in the field and a strong level of financial strength and stability.”

Stanton’s practice is supported by marketing manager and registered financial consultant, Caroline Stanton, client service manager, Susan Hayes, office manager, Kathleen Brennan, and founder and consultant, Joseph Sullivan.

Frontone looks to take his practice to the next level with Ameriprise

Frontone and his team use a holistic planning approach with the families they serve, and they wanted to further elevate the experience they deliver to clients. “We found exactly what we were looking for at Ameriprise,” said Frontone.

Ameriprise’s integrated suite of technology, comprehensive menu of products and services and the flexibility to grow his practice – all while maintaining the highest level of client service – were among the top reasons Frontone moved to Ameriprise.

“After 18 years in the industry, I was looking to take my practice to the next level. At Ameriprise, I now have the flexibility and tools to provide a truly comprehensive approach to planning,” said Frontone. “Clients have been impressed with the new digital capabilities and the wider range of solutions to further meet their needs.”