Six months after moving their practice, former Stifel advisors say Ameriprise’s dedicated support and seamless technology facilitated a smooth transition
Financial advisors Donald Henriquez III and Scott Cirelli joined the employee channel of Ameriprise Financial in Florham Park, N.J. after spending almost nine years at Stifel Financial Corp. The advisors, who manage $162 million in client assets, moved to Ameriprise in January 2020. They credit the leadership support and integrated technology platform at Ameriprise for helping them smoothly transition their practice while providing a superior client experience, even in the midst of the disruption caused by the COVID-19 pandemic.
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“Ameriprise delivered on all their promises. Local leaders and executives were on our side every step of the way.” Donald Henriquez III
Reflecting on the last six months, Donald Henriquez III said, “Ameriprise delivered on all their promises. Local leaders and executives were on our side every step of the way. They assigned us four additional people to help with the transition so we could quickly move our practice in the new all-virtual environment. The support team’s expertise was critical to setting up our business the way we wanted to.”
“It’s a big responsibility to guide people financially through a pandemic,” added Scott Cirelli. “The decisions clients make today can really impact their life in the future. We used Ameriprise’s technology to seamlessly collaborate virtually with clients. Clients were able to see their goals, assets, financial plans and possible scenarios in real-time, giving them confidence to stay invested when the headlines were heavy.”
Henriquez and Cirelli evaluated many companies before selecting Ameriprise. They joined Ameriprise because of the firm’s longstanding commitment and deep expertise in serving clients through comprehensive financial planning. They serve a variety of clients, with a focus on advising multigenerational families and local small business owners in the Indian and Asian communities.
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