{"id":400084,"date":"2020-12-15T09:48:09","date_gmt":"2020-12-15T14:48:09","guid":{"rendered":"http:\/\/www.marketnewsdesk.com\/?p=400084"},"modified":"2020-12-15T09:48:09","modified_gmt":"2020-12-15T14:48:09","slug":"ameriprise-welcomes-team-of-advisors-with-168-million-in-assets-and-big-plans-for-growth-to-its-financial-institutions-channel","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/ameriprise-welcomes-team-of-advisors-with-168-million-in-assets-and-big-plans-for-growth-to-its-financial-institutions-channel\/","title":{"rendered":"Ameriprise Welcomes Team of Advisors with $168 Million in Assets and Big Plans for Growth to Its Financial Institutions Channel"},"content":{"rendered":"

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Ameriprise Welcomes Team of Advisors with $168 Million in Assets and Big Plans for Growth to Its Financial Institutions Channel<\/b><\/p>\n

Veteran advisor Kathy Crowley says the extensive resources available in Ameriprise\u2019s bank channel will give her and her team greater opportunity to grow<\/i><\/p>\n

MINNEAPOLIS–(BUSINESS WIRE<\/a>)–
\nFinancial advisors Kathy Crowley, CFP\u00ae<\/sup>, AIF\u00ae<\/sup>, Corinne Crowley, CFP\u00ae<\/sup>, AIF\u00ae<\/sup><\/b> and Seamus Keenan<\/b> recently joined the Ameriprise Financial Institutions Group (AFIG) from Raymond James with $168 million in client assets. The team, which operates under the name Centennial Financial Services, Crowley Wealth1<\/sup>, provides financial advice and investment services to 15 bank branches across the Florida Panhandle, as well as the broader community.\n<\/p>\n

\nKathy Crowley, who leads the team, was not initially looking to move but decided it was the right decision after exploring what Ameriprise had to offer. Her team chose Ameriprise because of the firm\u2019s longtime focus on financial planning and dedication to client service. The team found the Ameriprise Financial Institutions Group particularly attractive because of the extensive resources available to them to grow.\n<\/p>\n

\n\u201cI was convinced we needed to move to Ameriprise once I saw the firm’s commitment to serving clients through holistic advice,\u201d said Kathy Crowley<\/b>. \u201cOur clients have access to a wide array of investments and products at Ameriprise and through our partnership with Centennial Financial Services, which has been crucial to helping our clients find solutions to stay on track for their goals amid the unprecedented time we’re in now. I’m excited to return to the bank environment where I started my career and I look forward to helping clients reach the next step in their financial journey.\u201d\n<\/p>\n

\n\u201cAmeriprise offers significant growth potential for our team because we are able to efficiently provide outstanding service to our clients and acquire new ones through the firm’s deep financial planning and investment product capabilities,\u201d added Corinne Crowley<\/b>. \u201cThe company has extensive marketing resources that focus on the value financial advice can bring to Centennial Financial Services clients.\u201d\n<\/p>\n

Seamus Keenan <\/b>added, \u201cI\u2019m looking forward to using Ameriprise\u2019s resources to help enhance the referral relationship we already have with bank employees and to ultimately help more people in our community achieve their financial goals.\u201d\n<\/p>\n

\n\u201cWe\u2019re thrilled to partner with Ameriprise and Kathy\u2019s team to bring new financial planning services to our clients,\u201d said Jim Haynes<\/b>, regional president of Centennial Bank, parent company of Centennial Financial Services. \u201cAmeriprise\u2019s Financial Institutions Group offers partners a turnkey program that will help us deepen relationships with existing clients.\u201d\n<\/p>\n

\nThe advisors joined Ameriprise in Panama City, Florida along with practice manager Adrienne Davis<\/b>, and sales assistants Kim Anderson-Temples<\/b> and Sherry Ryder<\/b>. They are supported by Centennial Financial Services Program Manager Kyle Stroud<\/b>, Ameriprise Regional Director John Hoffman<\/b>, and Ameriprise group vice president \u2013 AFIG Jay McAnelly<\/b>.\n<\/p>\n

\n\u201cKathy and her team have worked hard to earn their clients\u2019 trust, and we\u2019re proud they chose to join with us,\u201d said McAnelly<\/b>. \u201cThis move provides the whole team with extensive resources to continue providing amazing service to their clients and Centennial Financial Services clients.\u201d\n<\/p>\n

\nAmeriprise formed its Financial Institutions Group after acquiring Investment Professionals, Inc. (IPI) in 2017. Leveraging Ameriprise\u2019s strength as a wealth manager and IPI\u2019s expertise in serving the financial institutions market, the AFIG channel specializes in the on-site delivery of investment programs to banks and credit unions.\n<\/p>\n

About Ameriprise Financial
\n
<\/b>At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive advisory, 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<\/a>.\n<\/p>\n\n\n
\n

\u00a0Not Federally Insured<\/b><\/p>\n<\/td>\n

\n

\u00a0No Financial Institution Guarantee<\/b><\/p>\n<\/td>\n

\n

\u00a0May Lose Value<\/b><\/p>\n<\/td>\n<\/tr>\n<\/table>\n

NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE<\/b><\/p>\n

\nThe investment services offered by Ameriprise Financial Services Inc. under the name Centennial Financial Services are in no way affiliated with or offered by Centennial Bank, nor is Centennial Bank a registered broker\/dealer. Customers working with Centennial Financial Services will be dealing solely through Ameriprise Financial Services Inc. with respect to their investment, brokerage and securities transactions.\n<\/p>\n

\nAmeriprise Financial cannot guarantee future financial results.\n<\/p>\n

\nAmeriprise Financial and the financial institution are not affiliated.\n<\/p>\n

\nCertified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP\u00ae<\/sup> certification mark, the CERTIFIED FINANCIAL PLANNER\u2122 certification mark, and the CFP\u00ae<\/sup> certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board\u2019s initial and ongoing certification requirements.\n<\/p>\n

\nInvestment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.\n<\/p>\n

\nSecurities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.\n<\/p>\n

\nAmeriprise Financial Services, LLC is an Equal Opportunity Employer.\n<\/p>\n

\n\u00a9 2020 Ameriprise Financial, Inc. All rights reserved.\n<\/p>\n

1<\/sup> a financial advisory practice of Ameriprise Financial Services, LLC\n<\/p>\n

\"\"<\/p>\n

View source version on businesswire.com: <\/span>https:\/\/www.businesswire.com\/news\/home\/20201215005762\/en\/<\/a><\/span><\/p>\n

\nAlison Mueller, Media Relations
\n
612.678.7183
\n
Alison.g.mueller@ampf.com<\/a><\/p>\n

KEYWORDS:<\/b> Minnesota United States North America<\/p>\n

INDUSTRY KEYWORDS:<\/b> Professional Services Finance<\/p>\n

MEDIA:<\/b><\/p>\n\n\n\n\n
Logo<\/b><\/font><\/td>\n<\/tr>\n
\"Logo\"<\/td>\n<\/tr>\n
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Ameriprise Welcomes Team of Advisors with $168 Million in Assets and Big Plans for Growth to Its Financial Institutions Channel Veteran advisor Kathy Crowley says the extensive resources available in Ameriprise\u2019s bank channel will give her and her team greater opportunity to grow MINNEAPOLIS–(BUSINESS WIRE)– Financial advisors Kathy Crowley, CFP\u00ae, AIF\u00ae, Corinne Crowley, CFP\u00ae, AIF\u00ae and Seamus Keenan recently joined the Ameriprise Financial Institutions Group (AFIG) from Raymond James with $168 million in client assets. The team, which operates under the name Centennial Financial Services, Crowley Wealth1, provides financial advice and investment services to 15 bank branches across the Florida Panhandle, as well as the broader community. Kathy Crowley, who leads the team, was not initially looking to move but … <\/p>\n

Continue reading “Ameriprise Welcomes Team of Advisors with $168 Million in Assets and Big Plans for Growth to Its Financial Institutions Channel”<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-400084","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nAmeriprise Welcomes Team of Advisors with $168 Million in Assets and Big Plans for Growth to Its Financial Institutions Channel - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ameriprise-welcomes-team-of-advisors-with-168-million-in-assets-and-big-plans-for-growth-to-its-financial-institutions-channel\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Ameriprise Welcomes Team of Advisors with $168 Million in Assets and Big Plans for Growth to Its Financial Institutions Channel - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Ameriprise Welcomes Team of Advisors with $168 Million in Assets and Big Plans for Growth to Its Financial Institutions Channel Veteran advisor Kathy Crowley says the extensive resources available in Ameriprise\u2019s bank channel will give her and her team greater opportunity to grow MINNEAPOLIS–(BUSINESS WIRE)– Financial advisors Kathy Crowley, CFP\u00ae, AIF\u00ae, Corinne Crowley, CFP\u00ae, AIF\u00ae and Seamus Keenan recently joined the Ameriprise Financial Institutions Group (AFIG) from Raymond James with $168 million in client assets. 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The team, which operates under the name Centennial Financial Services, Crowley Wealth1, provides financial advice and investment services to 15 bank branches across the Florida Panhandle, as well as the broader community. 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