Advisor Distaff Duo joins fam-friendly Ameriprise

Financial Advisors

Fort Lauderdale, Fla.-based financial advisors Lauren Salas and Jan Klein have joined Ameriprise Financial’s branch channel, the company said.

Mr. Salas, Mr. Klein and registered client service representative Ashley Leopold previously worked for Morgan Stanley, managing approximately $154 million in client assets.

The team’s decision to change partners from Morgan Stanley to Ameriprise was made orally. In 2022, a trusted friend suggested to Sarath and Klein that they consider joining the Ameriprise. After visiting the Minneapolis headquarters, the two advisors agreed with their friend. Ameriprise was the perfect fit for their team and client.

“Leaders have taken the time to get to know us and our practices,” Salas said in a news release.

She also said it was clear to both her and Klein that they would be more than just numbers at Ameriprise, they would be a valuable team of financial experts.

In a release, Klein said the corporate culture at Ameriprise has been eye-opening for both practice partners.

“We were blown away by the welcoming culture at Ameriprise,” she said in the release. “We were impressed from top to bottom with everyone we met. Now, weeks into the transition, I can confidently say that everything we were told was true. Leader, The company’s employees and fellow advisors all seem to genuinely care about us and take the time to support us, we’ve never experienced anything like this before. ”

Ameriprise National Women’s Recruiting Director, Timari Robison, says her company is actively developing teams led by female advisors to help them reach their full potential.

“We are thrilled to welcome Lauren, Jean, and their customers and staff to Ameriprise,” she said in a prepared statement. “They best embody what it means to be an Ameriprise advisor: compassionately and comprehensively providing the advice clients need to feel confident about their future. is to do.”

Ameriprise Complex Director Daniel Landrau and Ameriprise Associate Branch Manager Ross Cammarata also support the team.

Founded in 1894, Ameriprise Financial Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota.

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