Ameriprise Financial has lured in two new advisor teams boasting more than $204 million in client assets from Merrill Lynch and Lincoln Financial.
In Chicago, David Lowe and Adam Pfaff join Ameriprise’s independent channel from Merrill Lynch, where they had more than $120 million in client assets under management.
In Plantation, Fla., Kevin and James “Patrick” Donoghue and Joe Thornton also join the firm’s independent channel from Lincoln Financial. Together, they previously oversaw $84 million in client assets.
Lorie Konish writes for On Wall Street.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access