Kim Garrison, who managed $185 million at Morgan Stanley in Springfield, Missouri, has joined the employee channel of Ameriprise Financial.
Garrison had been affiliated with Morgan Stanley and a predecessor firm since 2007.
Among the things she was looking for in a new firm was an inclusive culture, Garrison said in a statement. "“I am impressed by the great culture Ameriprise has for women advisers."
Her team includes client service associate Paula Schnoebelen, who is joining Ameriprise from Mission Square Retirement.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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