Ameriprise adds $525M team from RBC to its independent channel
The Washington team was attracted to the autonomy and financial planning capabilities the firm offered.
A team of advisors and support staff previously with RBC Capital Markets has joined the independent channel of Ameriprise.
Pacific West Planning manages more than $525 million in client assets and is led by private wealth advisor Ryan Sullivan. The team also includes private wealth advisor Kyle Blodgett, financial advisors Niles Gale and Landra Macy, and four support staff members.
Based in Kennewick, Washington, Pacific West has a strong focus on financial planning, which was key to the decision to make the move.
“Here we can offer an even more robust planning experience to our clients that inspires confidence and provides clarity regarding their financial futures,” Blodgett said.
Sullivan added that his team has a growth mindset and the ability to forge their own path was another key part of the decision process.
“We wanted flexibility and more autonomy in the way we run our practice and serve our clients,” he said. “Additionally, we were drawn to the client-first culture of the company and the depth of resources to help us deliver a top-notch client experience.”
The team has also been impressed by the transition process and the local support from Ameriprise franchise field vice president David Call and Ameriprise regional vice president Marcus Ranger.
Ameriprise has attracted around 1,700 advisors in the past five years and currently has a nationwide network of approximately 10,000.
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