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RSS FeedsAmeriprise Financial Succession Planning Program Helps Advisor Sell Her Practice and Retire on Her Terms
(WorldNews Business)

 
 

15 november 2019 16:40:23

 
Ameriprise Financial Succession Planning Program Helps Advisor Sell Her Practice and Retire on Her Terms
(WorldNews Business)
 


MINNEAPOLIS--(BUSINESS WIRE)--Nov 15, 2019-- Ameriprise Financial, Inc. (NYSE: AMP) today highlighted how the company´s seasoned Succession Planning team helped advisor Jane Fontaine of Ocala, Fla. sell her practice and develop a plan for a smooth transition into retirement - while ensuring her clients continue to receive quality advice from a team of financial advisors who share her passion for exceptional service. Fontaine - who has 38 years of industry experience and managed more than $167 million in assets at her previous firm, AXA Advisors - decided in 2018 that she was ready to sell her practice and gradually transition...


 
18 viewsCategory: Business
 
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