Sher Jeshiva Group, a financial advisory team managing $470 million in client assets, has joined Ameriprise Financial (NYSE: AMP) from Wells Fargo Clearing Services. The practice is based in Melville, New York and Naples, Florida, and is led by financial advisors Glen Sher and Michael Jeshiva, joined by financial advisor Philip Basile and registered client service associate Kathryn Acer-Richard. The team will operate within Ameriprise’s branch channel, supported locally by Branch Manager Aaron Wolson, Complex Director Kevin Peters, and Regional Vice President Todd Hubley.
The move is part of a broader advisor recruitment trend at Ameriprise, which has attracted approximately 1,700 experienced financial advisors over the past five years. More than 90% of Sher Jeshiva Group’s existing clients have committed to transitioning with the team to Ameriprise.
KEY QUOTES:
“As we evaluated where we wanted to build the next chapter of our practice, Ameriprise stood apart. We were impressed with the firm’s technology and found it superior to anything we’ve experienced in the industry, particularly in how efficiently we can now serve our clients. Above all, we wanted to align with a firm that shares our unwavering commitment to clients. That shared philosophy made Ameriprise the clear choice.”
Glen Sher, Financial Advisor, Sher Jeshiva Group
“Ameriprise has sophisticated financial and estate planning capabilities, deep resources and a level of support that allows us to focus on what matters most: helping our clients navigate important financial decisions with confidence. More than 90% of our clients have already committed to making the transition with us, which reinforces our confidence in this decision.”
Michael Jeshiva, Financial Advisor, Sher Jeshiva Group
“Glen, Michael, Philip and Kathryn have built a highly respected practice with a strong reputation for putting clients first. Their growth mindset, deep client relationships and commitment to exceptional service make Sher Jeshiva Group a terrific fit for Ameriprise.”
Aaron Wolson, Branch Manager, Ameriprise Financial
