Helen Von Dolteren-Fournier joins Ameriprise from Raymond James
Sherrie Ingham and William Turner join from Concorde Investment Services
Today Ameriprise Financial, Inc. (AMP) announced that three advisors with combined assets of $175 under management joined the firm’s franchise channel. Helen Von Dolteren-Fournier, CFP®, JD of Winter Park, Fla. moved to Ameriprise from Raymond James, where she managed approximately $53 million in assets under management. Meanwhile, Sherrie Ingham, ChFC® and William Turner of Troy, Mich., joined Ameriprise from Concorde Investment Services, where together they managed approximately $122 million in assets.
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Von Dolteren-Fournier operates her practice under the name AEGIS Advisors, after the Greek word meaning "protector". She is supported by senior franchise field vice president Brian Mora.
“I started my career at IDS [Investors Diversified Services, Inc., a predecessor of Ameriprise] almost 25 years ago because they had the best training in the industry on how to serve clients well,” said Von Dolteren-Fournier. “After a few years I left to pursue an opportunity to work with more institutional clients, before evolving my career to return to my roots and help more individuals and families plan for their futures. I decided to return to Ameriprise because of the strong emphasis the firm has on financial planning. The moment that did it for me was when I was at Ameriprise’s headquarters in Minneapolis. An Ameriprise technology leader showed me how a client sees their financial situation come to life through the firm’s digital planning tools. In particular, I loved how Ameriprise clients are able to clearly see their probability of success with key goals, including retirement.”
Reflecting on the types of clients she’s focused on serving, Von Dolteren-Fournier said, “I follow the threshold rule for working with new clients: If they walk over my office threshold and are serious about reaching their goals by having a comprehensive financial plan and an advisor to provide accountability, then I’m willing to work with them.”
Ingham has 19 years of experience serving clients, while Turner has 41 years. They are joined at Ameriprise by advisors Matthew Flynn, Branimir Milosevic, Thomas Seidl and Richard Boschert, and support staff Beth Ventimiglia, John Woch, Ashley Hackman, and LaDontai Harris also from Concorde. Franchise field vice president Tricia Kaye supports the team.
More than 4,000 financial advisors have joined Ameriprise since 2008.1 To find out why experienced financial advisors are joining Ameriprise, visit joinameriprise.com.
1 – Company data as of June 2019.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive asset management, advisory and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. For more information, or to find an Ameriprise financial advisor, visit ameriprise.com.
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