{"id":996125,"date":"2026-08-17T12:57:01","date_gmt":"2026-08-17T16:57:01","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/experienced-advisory-team-with-160-million-in-assets-joins-ameriprise-financial-for-innovative-technology-advisory-program-and-culture\/"},"modified":"2026-08-17T12:57:01","modified_gmt":"2026-08-17T16:57:01","slug":"experienced-advisory-team-with-160-million-in-assets-joins-ameriprise-financial-for-innovative-technology-advisory-program-and-culture","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/experienced-advisory-team-with-160-million-in-assets-joins-ameriprise-financial-for-innovative-technology-advisory-program-and-culture\/","title":{"rendered":"Experienced Advisory Team With $160 Million in Assets Joins Ameriprise Financial for Innovative Technology, Advisory Program and Culture"},"content":{"rendered":"<p>        <!--.bwalignc { text-align: center; list-style-position: inside }\n.bwlistdisc { list-style-type: disc }body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p class=\"bwalignc\"><b>Experienced Advisory Team With $160 Million in Assets Joins Ameriprise Financial for Innovative Technology, Advisory Program and Culture<\/b><\/p>\n<p class=\"bwalignc\"><b><i>Lee Winters III and Chris McClure join the branch channel of Ameriprise from Wells Fargo Clearing Services<\/i><\/b><\/p>\n<p>MINNEAPOLIS&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nFinancial advisors<b> Lee Winters III <\/b>and <b>Chris McClure <\/b>recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Services, LLC in Columbia S.C., with $160 million in client assets. The advisors, located in Columbia, S.C., are joined by client service associate <b>Darragh James<\/b>.<\/p>\n<p>\nWhile Winters and McClure were not actively considering a transition, a trusted mentor\u2019s move to Ameriprise prompted them to take a closer look at the firm. What began as a conversation quickly became a clear opportunity to enhance the experience they provide to clients and position their practice for future growth.<\/p>\n<p>\n\u201cAs we evaluated the technology platform, culture and resources available at Ameriprise, it became clear the firm offered an opportunity to take our client experience to the next level,\u201d said McClure. \u201cAmeriprise has built an exceptional culture centered on serving clients. We saw better technology, greater efficiencies and more time to focus on helping clients align their portfolios with their goals. Ultimately, we felt Ameriprise was the best place for our clients and for the future of our practice.\u201d<\/p>\n<p>\nThe team cited several key factors in their decision to join Ameriprise:<\/p>\n<ul class=\"bwlistdisc\">\n<li><b>Technology and AI Capabilities:<\/b> \u201cWe were highly impressed by Ameriprise\u2019s technology platform and thoughtful integration of AI tools across the business,\u201d said Winters. \u201cEverything, from the CRM system to the client-facing capabilities, is designed to create a more seamless experience for both advisors and clients.\u201d\n<\/li>\n<li><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fir.ameriprise.com%2Fnews%2Fnews-details%2F2025%2FAmeriprise-Financial-Launches-the-Signature-Wealth-Program--a-Powerful-New-Flexible-Unified-Managed-Account%2Fdefault.aspx&amp;esheet=54590573&amp;newsitemid=20260817776955&amp;lan=en-US&amp;anchor=Ameriprise%26%23174%3B+Signature+Wealth+Program%26%238482%3B&amp;index=1&amp;md5=d23730d432020eaa266d3a9130a896be\"><b><i>Ameriprise<sup>\u00ae<\/sup><\/i> Signature Wealth Program\u2122<\/b><\/a><b>:<\/b> \u201cSignature Wealth stood out as a significant differentiator,\u201d said McClure. \u201cThe program offers a modern and streamlined advisory approach that we believe will enhance the value we deliver to clients while creating efficiencies that allow us to spend more time strengthening relationships and growing our practice.\u201d\n<\/li>\n<li><b>Collaborative, Client-First Culture:<\/b> \u201cOne of the things that resonated most with us was the culture,\u201d said Winters. \u201cThere is a strong spirit of collaboration across the firm, and people genuinely care about helping advisors succeed and delivering meaningful value to clients. We wanted to be part of that environment.\u201d\n<\/li>\n<\/ul>\n<p>\n\u201cThe transition process has gone smoothly, and our clients have responded very positively to the firm&#8217;s technology and digital capabilities,\u201d said Winters. \u201cWe&#8217;re excited to continue deepening relationships with existing clients, expand our reach in the community and grow our practice with the support of Ameriprise.\u201d<\/p>\n<p>\nWinters and McClure are joined by client service associate <b>Darragh James<\/b>. They are supported locally by Ameriprise Branch Manager<b> Tor Bennstrom<\/b> and Ameriprise Regional Vice President <b>Michael Rearden<\/b>.<\/p>\n<p>\nAmeriprise has continued to attract experienced, productive financial advisors, with approximately 1,700 joining the firm in the last 5 years.<sup>1<\/sup> To find out why experienced financial advisors are joining Ameriprise, visit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ameriprise.com%2Fcareers%2Fexperienced-financial-advisors%2F%3Fvanity%3Dwhy&amp;esheet=54590573&amp;newsitemid=20260817776955&amp;lan=en-US&amp;anchor=ameriprise.com%2Fwhy&amp;index=2&amp;md5=8f9766afd9daf60f9c457118da8772bd\">ameriprise.com\/why<\/a>.<\/p>\n<p><b>About the Ameriprise <i>Ultimate Advisor Partnership<\/i><\/b><\/p>\n<p>\nThe Ameriprise <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ameriprise.com%2Fcareers%2Fexperienced-financial-advisors&amp;esheet=54590573&amp;newsitemid=20260817776955&amp;lan=en-US&amp;anchor=Ultimate+Advisor+Partnership&amp;index=3&amp;md5=cd94edb4ac132b14031229aad2cc031c\"><i>Ultimate Advisor Partnership<\/i><\/a> offers a differentiated experience for advisors that helps them accelerate growth while delivering an excellent client experience. Combined with the company\u2019s culture of support and independence, the <i>Ultimate Advisor Partnership <\/i>enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth.<\/p>\n<p><b>About Ameriprise Financial<\/b><\/p>\n<p>\nAt <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ameriprise.com%2F&amp;esheet=54590573&amp;newsitemid=20260817776955&amp;lan=en-US&amp;anchor=Ameriprise+Financial&amp;index=4&amp;md5=c47cd43205069739c5cc61df3223eff0\">Ameriprise Financial<\/a>, we have been helping people feel confident about their financial future for more than 130 years<sup>2<\/sup>. With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors&#8217; financial needs.<\/p>\n<p><sup>1<\/sup> Ameriprise Financial 2025 10-K<br \/>\n<br \/><sup>2 <\/sup>Company founded June 29, 1894<\/p>\n<p>\nAmeriprise Financial cannot guarantee future financial results.<\/p>\n<p>\nAmeriprise Financial Services, LLC is an Equal Opportunity Employer.<\/p>\n<p><b>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.<\/b><\/p>\n<p>\nInvestment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.<\/p>\n<p>\nSecurities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.<\/p>\n<p>\n\u00a92026 Ameriprise Financial, Inc. All rights reserved.<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260817776955r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20260817776955\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20260817776955\/en\/<\/a><\/span><\/p>\n<p>\nAllison Harries, Media Relations<br \/>\n<br \/>612.678.7035<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:allison.h.harries@ampf.com\">allison.h.harries@ampf.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> Minnesota South Carolina United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Consulting Asset Management Professional Services Finance<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20260817776955\/en\/749056\/3\/am_f_b_regular.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Experienced Advisory Team With $160 Million in Assets Joins Ameriprise Financial for Innovative Technology, Advisory Program and Culture Lee Winters III and Chris McClure join the branch channel of Ameriprise from Wells Fargo Clearing Services MINNEAPOLIS&#8211;(BUSINESS WIRE)&#8211; Financial advisors Lee Winters III and Chris McClure recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Services, LLC in Columbia S.C., with $160 million in client assets. The advisors, located in Columbia, S.C., are joined by client service associate Darragh James. While Winters and McClure were not actively considering a transition, a trusted mentor\u2019s move to Ameriprise prompted them to take a closer look at the firm. What began as a conversation quickly became a clear &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/experienced-advisory-team-with-160-million-in-assets-joins-ameriprise-financial-for-innovative-technology-advisory-program-and-culture\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Experienced Advisory Team With $160 Million in Assets Joins Ameriprise Financial for Innovative Technology, Advisory Program and Culture&#8221;<\/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-996125","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Experienced Advisory Team With $160 Million in Assets Joins Ameriprise Financial for Innovative Technology, Advisory Program and Culture - 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\/experienced-advisory-team-with-160-million-in-assets-joins-ameriprise-financial-for-innovative-technology-advisory-program-and-culture\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Experienced Advisory Team With $160 Million in Assets Joins Ameriprise Financial for Innovative Technology, Advisory Program and Culture - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Experienced Advisory Team With $160 Million in Assets Joins Ameriprise Financial for Innovative Technology, Advisory Program and Culture Lee Winters III and Chris McClure join the branch channel of Ameriprise from Wells Fargo Clearing Services MINNEAPOLIS&#8211;(BUSINESS WIRE)&#8211; Financial advisors Lee Winters III and Chris McClure recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Services, LLC in Columbia S.C., with $160 million in client assets. The advisors, located in Columbia, S.C., are joined by client service associate Darragh James. While Winters and McClure were not actively considering a transition, a trusted mentor\u2019s move to Ameriprise prompted them to take a closer look at the firm. 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(NYSE: AMP) from Wells Fargo Clearing Services, LLC in Columbia S.C., with $160 million in client assets. The advisors, located in Columbia, S.C., are joined by client service associate Darragh James. While Winters and McClure were not actively considering a transition, a trusted mentor\u2019s move to Ameriprise prompted them to take a closer look at the firm. 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