Julie Wallace Moves Her $100 Million Practice to Ameriprise Financial to Embrace Client-First Culture and Operational Excellence
May 01, 2024
May 01, 2024
MINNEAPOLIS, Minnesota, May 1 -- Ameriprise Financial, a provider of investment advice, asset management and insurance capabilities, issued the following news release:
Financial advisor Julie Wallace recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Services, LLC in Petaluma, California with over $100 million in client assets.
The primary reason Wallace moved to Ameriprise was simple: She wanted more time to work . . .
Financial advisor Julie Wallace recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Services, LLC in Petaluma, California with over $100 million in client assets.
The primary reason Wallace moved to Ameriprise was simple: She wanted more time to work . . .