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2024-07-05 21:15:00 +0300

Ameriprise Financial Welcomes Jennifer Marcontell and Her Team, Top-Ranked Advisory Practice Managing $1.7 Billion in...

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Benzinga
By Business Wire

Marcontell says Ameriprise Independent Channel is the right fit for her high-net worth families and her team

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A top-ranked Barron's financial advisor, Jennifer Marcontell, CFP, ChFC, AAMS, CRPC, APMA and her team, recently joined the independent channel of Ameriprise Financial, Inc. AMP from Edward Jones in Baytown, Texas with $1.7 billion in assets. Marcontell and her team, who now operate under the name Marcontell Wealth Management, transitioned to Ameriprise to take their wealth management capabilities to the next level with enhancements offered by Ameriprise's integrated technology platform. With innovative digital tools and improved efficiency for their practice, Marcontell Wealth Management is focused on delivering an exceptional, client-first service experience to the families they serve.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20220705005759/en/

Before making the move, Marcontell and her team thoughtfully explored a variety of firms, assessing each one against their criteria: a client-first culture, sophisticated investment platform, and integrated technology that supports the advisor-client relationship. Ameriprise provided the solutions she and her team were seeking and offered them the flexibility to curate the service experience they envision for their clients. She found the firm's independent channel to have the mix of support and flexibility.

Our relationships with the families and individuals we serve are the foundation of everything we do as a team, said Marcontell, who has more than 20 years of experience helping clients reach their financial goals. I'm confident that the transition to Ameriprise will help us strengthen those relationships even further, by enabling us to streamline our service model and harness the firm's impressive range of integrated solutions.

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