Q5 Wealth Management, a financial advisory team managing $1.5 billion in client assets in Beaumont and Houston, Texas, recently joined the independent channel of Ameriprise Financial from UBS Financial Services. And financial advisors Omar Bitar, Jeremy Saba, Mike Persia, Ed Persia, and Brad Klein conducted an extensive search for a new broker-dealer and chose Ameriprise for the firm’s robust resources to elevate their high-net-worth clients’ experience and significantly scale their practice. These advisors were specifically energized by Ameriprise’s innovative and fully integrated digital capabilities that will consistently make it more efficient in exceeding clients’ expectations.
Q5 Wealth Management serves high-net-worth clients across the US. The team specializes in advising on complex financial situations for individuals planning for retirement, families and business owners.
Ameriprise Regional Vice President Tres Rouquette also supports the team. And the team includes their supporting staff, Investment Specialists Kevin Wagner and Ashley Carter, Client Service Managers Sherri Thompson, Brandy Head and Taryn King, and Client Concierge Dena McNiel.
Ameriprise has continued attracting experienced and productive financial advisors, with over 400 advisors moving their practices to Ameriprise in 2023 and approximately 1,700 joining the firm in the last 5 years.
KEY QUOTES:
“Clients are the core of everything we do, and they trust us to provide advice that propels them to reach their unique goals in life. Our team continually evaluates the way we’re doing business to ensure we’re delivering them the highest value. We saw an opportunity with Ameriprise to enhance our client offering and better position our practice for future growth.”
- Mike Persia
“It’s our job as advisors to make it as easy as possible for clients to manage their financial lives in a comprehensive way. Ameriprise has leading capabilities that create efficiencies for clients and our team, as well as a sophisticated wealth management platform equipped with the products and services our clients want and need.”
- Jeremy Saba
“We’re excited to welcome Q5 Wealth Management to our Ameriprise network. Ameriprise is very thoughtful about the advisors we choose to partner with because we put significant time and resources into helping each one grow and serve clients exceptionally well. Omar, Jeremy, Mike, Ed, and Brad exemplify what it means to run a growth-focused, client-centric practice.”
- Ameriprise Field Vice President Logan Clipp
