Two teams of financial advisors with $259 million in combined client assets have joined the employee channel of Ameriprise Financial. Jeffery Davis joined from Morgan Stanley in Plano, Texas. Separately, Glen Wilk joined from Wells Fargo in Duluth, Georgia. Both teams were looking for a firm that is strategically focused on supporting the advisor-client relationship and can help them deliver even more value to clients even during challenging circumstances.
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“Moving during a pandemic presents its challenges, but ultimately it was the right decision for my practice”
Jeffery Davis, who manages $155 million in client assets, spent the last two years considering all options – other wirehouses, regionals, and independents – and decided to move on May 8 after watching how firms initially responded to the COVID-19 pandemic. He chose Ameriprise because he was impressed by how the firm is keeping clients’ needs front and center and is equipping advisors to deliver a compelling client experience completely virtually.
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“Moving during a pandemic presents its challenges, but ultimately it was the right decision for my practice,” said Davis, who has 28 years of experience in the industry. “Leaders here prioritize and support the relationship advisors have with clients; I’ve already seen the support as we navigate the many events impacting the financial markets and industry right now. Clients are home and reachable, and I have the time and flexibility to set up my practice the way I want to.”
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