Wells Fargo loses a $500M team to Ameriprise
Four-person team joins firm's employee channel in Charleston, S.C.
A four-person advisory team has left Wells Fargo Advisors and joined Ameriprise in Charleston, S.C.
Donald Alderman, Robert Holt, Jamie O’Brien and Scott Laney, who together managed $500 million in assets, have joined Ameriprise’s employee channel.
About the decision to move to Ameriprise, Mr. O’Brien said in a press release, “After extensively interviewing multiple firms we were most impressed with the Ameriprise culture, their management team, and their superior technology — specifically their mobile capabilities for both the advisor and the client.
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