Ameriprise Advisor With $143 Million in Assets Rejoins Company After 26 Years
Ameriprise Financial (NYSE: AMP) announced that financial advisor Timothy O’Connor recently rejoined the franchise channel after spending the last 26 years at Merrill Lynch, Morgan Stanley and Wells Fargo, where he was most recently a managing director.
Ameriprise Financial (NYSE: AMP) announced that financial advisor Timothy O’Connor recently rejoined the franchise channel after spending the last 26 years at Merrill Lynch, Morgan Stanley and Wells Fargo, where he was most recently a managing director.
O’Connor, who manages $143 million in assets for pre-retiree, retiree, and nonprofit clients in Huntley, Illinois, started his career with Ameriprise in 1987. Ameriprise claims that he left in 1994 because he was seeking more flexibility to serve the complex needs of his clients.
O’Connor said that he chose to return to Ameriprise because the firm has made significant investments in its technology, research capabilities, and product platform.
He is joined by client service associate Mary Losasso, and his son, Ryan O’Connor, plans to join the practice on June 1 as a financial advisor.
Ameriprise Financial has approximately 10,000 financial advisors and provides advisory, asset management and insurance services to individual and institutional investors.
