Partnership with Ameriprise Financial expands Happy’s offering and enhances its ability to help more clients reach their financial goals
Ameriprise Financial announced it added the wealth management arm of Happy State Bank, a division of Centennial Bank, to its Financial Institutions channel following the bank’s merger with existing client Centennial Bank. Through the merger, Happy State Bank customers have access to the personalized financial planning, comprehensive solutions and leading digital capabilities that Centennial receives from Ameriprise Financial.
“We are pleased to work alongside both Centennial Bank and Happy State Bank to bolster their ability to help clients plan for their futures”
Happy has over 60 locations in more than 40 communities across the Texas Panhandle, South Plains, Austin, Central Texas and the Dallas/Fort Worth Metroplex. Its investment program operates under Happy Investment Services, West Texas Wealth and, together with Centennial’s investment program, Centennial Financial Services, comprises 20 financial advisors who help clients manage a total of $1.3 billion in client assets.
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“ Our merger with Centennial Bank expands our offering and we are thrilled that the premium wealth management support they receive from Ameriprise Financial will extend to our clients,” said Mikel Williamson, President of Happy State Bank in Texas. “Helping individuals, families and businesses meet their financial needs has long been our focus, and the added strength of Ameriprise positions us to help even more people meet their financial goals and provide them excellent service in the process.”
Ameriprise Financial will provide Happy’s clients a full range of leading services and solutions including:
- Personalized advice and financial planning solutions that are tailored to their individual needs.
- Robust investment solutions to help them achieve their financial goals.
- Digital capabilities that allow clients to connect with their advisors where and how they want – face-to-face, online, video or phone meetings.
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“We are pleased to work alongside both Centennial Bank and Happy State Bank to bolster their ability to help clients plan for their futures,” said Jay McAnelly, Group Vice President, Ameriprise Financial Institutions Group.
The Ameriprise Financial Institutions Group team offers the strength and resources of Ameriprise Financial to help banks and credit unions enhance their client/member experience and deepen relationships with advice, financial planning, investment products, technology capabilities, advisor recruiting, coaching and support.
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