Financial advisor Michael Cruz has recently joined the branch channel of Ameriprise Financial from Wells Fargo Clearing Services with $100 million in assets in Temecula, California.
Cruz looks forward to utilizing the firm’s capabilities to help advisors grow organically through client referrals and inorganically through external practice acquisitions. And Cruz is supported locally by Ameriprise Complex Director David Spataro and Ameriprise Regional Vice President James Frisone.
Ameriprise continued to attract experienced, productive financial advisors, with 400+ advisors moving their practices to Ameriprise last year and about 1,700 joining the firm in the last 5 years. The Ameriprise Ultimate Advisor Partnership provides a differentiated experience for advisors that helps them accelerate growth.
KEY QUOTES:
“The number one reason I joined Ameriprise Financial was to expand my practice and better help existing clients reach their goals. The firm is very much committed to investing in advisors to help them accelerate their growth.”
“I’m at a point in my career where I want to expand and help even more clients. Ameriprise has a wide array of products and services, an extensive financial planning platform and an integrated suite of technology to elevate my client service model and help capture new opportunities and referrals.”
– Michael Cruz
“We’re thrilled to welcome Michael and his clients to Ameriprise. We look forward to partnering with him to achieve the goals he has for his practice and deliver a truly differentiated client experience with all Ameriprise has to offer.”
– David Spataro
