Financial Advisor Celebrates Successful Transition to Ameriprise
October 29 2019 - 9:20AM
Business Wire
One year after moving his practice to
Ameriprise Dale Cebert reflects on how the move has benefitted his
clients, his employees and his book of business
Financial advisor Dale Cebert, ChFC®, CLU®, CASL® recently
celebrated the one-year anniversary of his move to the franchise
channel at Ameriprise Financial (NYSE: AMP) from FSC Securities.
The veteran advisor, who has more than 21 years of experience in
the industry, believes the switch to Ameriprise has made it easier
to deliver a compelling and valuable experience to clients, while
freeing up capacity for him to continue building his book of
business. Today, he and his team – which operate under the practice
name Cebert Wealth – manage $466 million in assets, compared to
$444 million when he left his last firm. And, in a recent client
satisfaction survey, Cebert’s team was rated 4.7 out of 5 in
overall satisfaction based on 40 reviews.1
Cebert evaluated many companies before deciding to join
Ameriprise. The firm’s commitment to putting clients first and
supporting advisors’ growth objectives stood out. He chose to
affiliate as a franchise advisor because it enabled him to employ
his staff directly and build equity in his practice while still
enjoying the technology, marketing, leadership and other resources
that differentiate Ameriprise.
“The decision to join Ameriprise was easy once I had all of the
information in front of me. It rose to the top in every category I
care most about,” said Cebert. “And, one item we did not anticipate
was the supportive culture among Ameriprise advisors. Advisors here
are willing to network and share best practices on how they build
strong teams and leverage resources to serve clients well.”
Reflecting on the anniversary of his move, Cebert said, “I had
high expectations of Ameriprise prior to joining because I did my
due diligence and I knew the firm was a solid choice for my
practice. But, even so, I’ve been blown away by everything
Ameriprise offers its clients and advisors. The company lives up to
its values and consistently focuses on keeping clients satisfied
for the long term. My team and I have had a stellar first year
here. Ameriprise provides excellent leadership, great technology
and a wealth of resources that help us make a meaningful difference
in our clients’ lives.”
Cebert’s office is located in The Villages, Fla. His team, which
has grown by two advisors and three support staff since the
transition to Ameriprise, includes advisors Chad Noble, ChFC®, Mark
Dickerson, CFP®, Alec Thomas, Scott Maxwell, Keriann Mitchell,
APMA®, Catherine Harris, CRPC®, APMA®, and Zac Griffin, APMA®, as
well as support staff Desirea Winchell, Andi Muzzillo, Miles
Mattheus, Amy Kelly, Janet Burset, Linda Maxwell, Monica Soroa and
Ashley Stouffer.
More than 4,000 financial advisors have joined Ameriprise since
2008.2 To find out why experienced financial advisors are joining
Ameriprise, visit joinameriprise.com.
For more information about Dale Cebert, visit
https://www.ameripriseadvisors.com/dale.cebert/.
1 – Clients can rate an advisor or practice, based on their
overall satisfaction with the team or practice, on a scale of 1 to
5 (1= extremely dissatisfied to 5= extremely satisfied). Client
experiences may vary and working with any Ameriprise Financial
practice is not a guarantee of future financial results. Investors
should not consider this rating a substitute for their own research
and evaluation of a financial practice’s qualifications. Not all
clients may respond to these questions, and only clients with
access to the Ameriprise Secure Client Site may submit a rating.
Ratings reflect an average of all client responses received between
3/13/2018 and 9/30/2018.
2 – Company data as of June 2019.
About Ameriprise Financial At Ameriprise Financial, we
have been helping people feel confident about their financial
future for more than 125 years. With extensive asset management,
advisory and insurance capabilities and a nationwide network of
approximately 10,000 financial advisors, we have the strength and
expertise to serve the full range of individual and institutional
investors' financial needs. For more information, or to find an
Ameriprise financial advisor, visit ameriprise.com.
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
© 2019 Ameriprise Financial, Inc. All rights reserved.
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version on businesswire.com: https://www.businesswire.com/news/home/20191029005674/en/
Stephanie Esker, Media Relations 612.671.2593
stephanie.esker@ampf.com
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