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Merrill Lynch $320M advisor duo joins Ameriprise
The Tacoma, Washington team attracted by advisor-client experience.
United states
Stephen rouner
Jim guthrie
David cook
Nick vanderlinda
Jamie frisone
Peter groeschel
Merrill lynch
Guthrie rouner group
Advisor Team with $320 Million in Assets Joins Ameriprise Financial for Advisor-Client Experience and Practice Management Tools and Expertise
The team looks forward to “deepening client relationships and driving efficiencies in our practice with the programs, tools and support of Ameriprise” .
United states
David cook
Peter groeschel
Stephen rouner
Jamie frisone
Jim guthrie
Certified financial planner board of standards inc
Ameriprise financial inc
Merrill lynch
Client service associate nick vanderlinda
Ameriprise financial services
Guthrie rouner group
Ameriprise branch
Advisor partnership
Ameriprise financial
Guthrie rouner
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