Scott Guptill, CFA was searching for to raise his shopper expertise and located the correct match with Q5 Wealth Administration, a prime group with Ameriprise
MINNEAPOLIS–(BUSINESS WIRE)–Q5 Wealth Administration, a group of 5 monetary advisors managing $1.5 billion in shopper belongings in Houston and Beaumont, Texas, lately expanded with the addition of economic advisor Scott Guptill, CFA. Q5 joined the unbiased channel of Ameriprise Monetary, Inc. (NYSE: NYSE: (OTC:)) in August 2024 after a profitable transition from UBS Monetary Companies, Inc. with a need to considerably develop their follow by leveraging the subtle assets at Ameriprise. Lower than three months later, the group is capitalizing on the alternatives at Ameriprise with the addition of Guptill, who manages $100 million in shopper belongings in Houston. He was beforehand registered with Morgan Stanley (NYSE:).
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Q5 Wealth Administration, Powered by Ameriprise Monetary. (Graphic: Enterprise Wire)
Guptill rigorously evaluated his follow objectives for progress and determined to hitch a group and agency with the capabilities to raise his high-net-worth purchasers’ experiences whereas creating efficiencies. Guptill was acquainted with monetary advisors Mike and Ed Persia with Q5 for years. When Q5 moved to Ameriprise for related causes, Guptill took word of their profitable transition and noticed a compelling alternative to hitch forces with them.
Q5 is a world class group that’s identified for placing their purchasers first whereas making them really feel particular and assured of their capacity to attain their objectives, mentioned Scott Guptill. We’ve got related values and progress objectives. Once I noticed them transfer to Ameriprise, I used to be captivated by how rapidly they have been capable of leverage Ameriprise’s revolutionary and built-in digital capabilities to higher serve their purchasers. I am trying ahead to our future collectively.
Reflecting on the addition, Mike Persia mentioned, We wish to develop our footprint and supply extra life-changing monetary recommendation to high-net-worth purchasers throughout the nation. We’re happy with our choice to maneuver corporations and mix with Scott as a result of he runs an elite enterprise and shares our imaginative and prescient of offering concierge-level service to purchasers.
It is an honor to welcome Scott to Q5 Wealth Administration and the agency, mentioned Ameriprise Area Vice President Logan Clipp, who helps the group. Q5 is off to an incredible begin with us, and it is inspiring to assist their progress. That is the guts of what Ameriprise is all about: serving to advisors develop their practices at spectacular charges via enhancing the expertise and recommendation they’re delivering to purchasers.
Ameriprise Regional Vice President Tres Rouquette additionally helps the group.
Q5 contains monetary advisors Omar Bitar, Jeremy Saba, Mike Persia, Ed Persia, and Brad Klein, in addition to funding specialists Kevin Wagner and Ashley Carter, shopper service managers Sherri Thompson, Brandy Head and Taryn King, and shopper concierge Dena McNiel.
Ameriprise has continued to draw skilled, productive monetary advisors, with greater than 400 advisors shifting their practices to Ameriprise in 2023 and roughly 1,700 becoming a member of the agency within the final 5 years.1 To search out out why skilled monetary advisors are becoming a member of Ameriprise, go to ameriprise.com/why.
Concerning the Ameriprise Final Advisor Partnership
The Ameriprise Final Advisor Partnership provides a differentiated expertise for advisors that helps them speed up progress whereas delivering a wonderful shopper expertise. Mixed with the corporate’s tradition of assist and independence, the Final Advisor Partnership allows advisors to scale their companies, deepen shopper relationships and drive referrals for future progress.
About Ameriprise Monetary
At Ameriprise Monetary, now we have been serving to folks really feel assured about their monetary future for 130 years. With intensive funding recommendation, asset administration and insurance coverage capabilities and a nationwide community of roughly 10,000 monetary advisors2, now we have the energy and experience to serve the complete vary of particular person and institutional traders’ monetary wants.
Ameriprise Monetary can’t assure future monetary outcomes.
Ameriprise Monetary Companies, LLC is an Equal Alternative (SO:) Employer.
Funding merchandise aren’t insured by the FDIC, NCUA or any federal company, aren’t deposits or obligations of, or assured by any monetary establishment, and contain funding dangers together with attainable lack of principal and fluctuation in worth.
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1 Ameriprise Monetary 2023 10-Okay.
2 Ameriprise Monetary Q2 2024 Earnings Launch.
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Alison Mueller, Media Relations
612.678.7183
alison.g.mueller@ampf.com
Supply: Ameriprise Monetary
