-

Financial Advisor Joins Ameriprise Financial for Opportunity to Provide Outstanding, Client-Centric Experience

Jim Whitehead says Ameriprise’s capabilities will help him serve clients more comprehensively and expand his practice

original Jim Whitehead, CFP®, RICP®, CEPA® joined Ameriprise Financial, Inc. in Memphis for the opportunity to provide an outstanding, client-centric experience. Photo courtesy of Jim Whitehead.

Jim Whitehead, CFP®, RICP®, CEPA® joined Ameriprise Financial, Inc. in Memphis for the opportunity to provide an outstanding, client-centric experience. Photo courtesy of Jim Whitehead.

MEMPHIS, Tenn.--(BUSINESS WIRE)--Jim Whitehead, CFP®, RICP®, CEPA® joined Ameriprise Financial, Inc. from Securian Financial Services, Inc. in Memphis. Whitehead carefully considered a variety of firms, and selected Ameriprise because of the firm’s reputation for an outstanding client experience that is grounded in financial advice and empowered by cutting-edge technology.

Reflecting on his move, Whitehead said, “I came to Ameriprise because of the firm’s strong reputation for financial planning and putting clients first. I want to provide top-of-the-line client experiences to help the people I care about achieve their goals. When I saw everything Ameriprise had to offer, I knew our partnership will arm me with the tools to serve my clients at the ultimate level.”

Whitehead, whose practice also includes support staff Melody Shettles and Aubrey Ford, plans to expand his team with additional advisors and staff in the coming years. The added capacity, coupled with Ameriprise’s capabilities, will allow him to serve more individuals, families, and small businesses throughout the Memphis community.

Whitehead has more than 21 years of experience serving clients. As a financial advisor, Whitehead provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. For more information, visit his website at Jim Whitehead, Financial Advisor in Memphis, TN (ameripriseadvisors.com).

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors1, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Services, LLC is an Equal Opportunity Employer.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

1 Ameriprise Financial Q4 2022 Earnings Release.

Contacts

Stephanie Siegle
(612) 671-2593

Industry:

Ameriprise Financial, Inc.

NYSE:AMP
Release Versions
English

Contacts

Stephanie Siegle
(612) 671-2593

More News From Ameriprise Financial, Inc.

Ameriprise Financial Earns High Investor Satisfaction Scores in the JD Power 2026 U.S. Investor Satisfaction Study℠

MINNEAPOLIS--(BUSINESS WIRE)--Ameriprise Financial earned one of the highest investor satisfaction scores, ranking third among advised investors in the 2026 J.D. Power study....

Experienced Advisory Team With More Than $110 Million in Assets Joins Ameriprise Financial for Enhanced Digital Client Experience and Practice Growth

MINNEAPOLIS--(BUSINESS WIRE)--Financial advisory practice Pinnacle Wealth Management recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial with more than $110 million in assets. The practice, based in Lafayette, La, is led by private wealth advisor Vincent Lauer, and includes financial advisor Hank Morvant and support staff member Emily Currier. The team, who has more than 55 combined years of industry experience, chose to join Ameriprise to elevat...

Advisor Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities

MINNEAPOLIS--(BUSINESS WIRE)--Financial advisors Jeff Flamm and Kevin Smith recently joined the independent channel of Ameriprise Financial, Inc. (NYSE:AMP) from Key Investment Services, LLC where they managed $140 million in client assets. The duo joined an established Ameriprise practice, Beyond Wealth Advisors, a private wealth advisory practice led by financial advisor Joshua Lake CFP®, CRPC™, APMA®, with offices in areas of Cincinnati and Dayton, OH, as well as Richmond, Ind. Flamm and Smi...
Back to Newsroom