Crosstown Financial Advisors, a wealth management practice managing $192 million in client assets, joined the independent channel of Ameriprise Financial, LLC (NYSE: AMP) from Waddell & Reed. The team, which operates two office locations in Sugar Grove, Illinois and Lisle, Illinois, includes financial advisors Christopher Forbes, CFP®, Thomas Morrissy, CFP®, Kathleen Morrissy, CFP® and David Servatius. When the sale of Waddell & Reed was announced in late 2020, the advisors felt it was in the best interest of their clients to do their due diligence on a variety of firms. They were looking for a values-driven partner that would provide independence, and robust succession planning expertise – while enabling them to deliver a superior client experience grounded in goal-based financial planning. After evaluating the marketplace, they found that Ameriprise was the best fit.
Strong Values, Goal-Based Planning, and Independence Draws Waddell & Reed Team With Nearly $200 Million in Assets to Ameriprise
May 10, 2021
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