MINNEAPOLIS, September 20, 2022–(BUSINESS WIRE)–Ameriprise Financial, Inc. (NYSE: AMP) today announced that six of the firm’s financial advisors have been named to the Forbes "2022 Top 250 Wealth Advisors" list. The annual ranking, which is developed by SHOOK Research, is based on an algorithm of qualitative criteria including revenue trends, assets under management, compliance records, industry experience and best practices when working with clients.
"On behalf of Ameriprise, we congratulate the talented advisors who have earned a spot on this acclaimed list," said Bill Williams, EVP, President – Ameriprise Independent Advisors. "This recognition symbolizes their outstanding commitment to the clients they serve. We’re immensely proud to partner with them and support their continued success."
Ameriprise advisors named to the Forbes "2022 Top 250 Wealth Advisors" List:
Adam S. Goldstein, Private Wealth Advisor and Certified Financial Planner of Goldstein & Associates in Calabasas, California
Jon Kuttin, Private Wealth Advisor and Chief Executive Officer of Kuttin Wealth Management in Hauppauge, New York
George Papadoyannis, Private Wealth Advisor and owner of Papadoyannis & Associates in San Mateo, California
Darrell Pennington, Private Wealth Advisor and Managing Partner of Pennington Wealth Management in Houston, Texas
Erin Scannell, Private Wealth Advisor and Chief Executive Officer of Heritage Wealth Advisors in Mercer Island, Washington
Scott Tiras, Private Wealth Advisor and President of Tiras Wealth Management in Houston, Texas
Data for the ranking was primarily collected through telephone and in-person due diligence. Advisors who are considered for the list need a minimum of seven years’ experience in the industry. The full list of Forbes "2022 Top 250 Wealth Advisors" can be found here.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. For more information, or to find an Ameriprise financial advisor, visit ameriprise.com.
Source: Forbes, "2022 Top 250 Wealth Advisors," Aug. 24, 2022.
The Forbes Top Next-Generation Wealth Advisors, Best-in-State Next-Generation Wealth Advisors and Top 250 Wealth Advisors rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the current calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2022 Ameriprise Financial, Inc. All rights reserved.
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Contacts
Stephanie Siegle, Media Relations
612.671.2593
stephanie.siegle@ampf.com
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