Edward Jones adviser managing $331 million opts for Ameriprise
Cate Grinney
Cate Grinney forms all-female indie firm in Fairbault, Minnesota, and affiliates with the independent channel of Ameriprise.
Cate Grinney, who managed $331 million at Edward Jones, has formed the Cate Grinney & Kailee Davis Group and affiliated with the independent channel of Ameriprise Financial.
Grinney’s group is based in Faribault, Minnesota.
In addition to adviser Kailee Davis, Grinney’s team includes Beth Sammon and Bridgette Hallcock.
Grinney was attracted to Ameriprise’s commitment to supporting women advisers, deep expertise in financial planning, and vast resources to grow her practice and meet her clients’ specific goals, Ameriprise said in a press release.
[More: Women-led $340 million team pivots to LPL from Ameriprise]
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