Ameriprise Adds 3 Advisors With $220 Million

Ameriprise Financial has hired three financial advisors from UBS, Raymond James Morgan Keegan, and HSBC with $282 million AUM.

Michael Walsh brings $120 million in client assets from UBS, and will join the firm’s employee platform in the Florham Park, NJ office.

Christine Franks previously oversaw $81 million in client assets at Raymond James Morgan Keegan, and will join the firm’s Clearwater, FL branch.

Joining the firm in the Nasau county office is Jonathan Abrams, who brings $81 million in client assets from HSBC.

Also joining Ameriprise as new divisional vice president is Brian Katz, who comes from Morgan Stanley where he served as managing director. In his new role, Katz will lead experienced advisor recruiting efforts in the Northeast and Mid-Atlantic regions. 

For reprint and licensing requests for this article, click here.
Practice management Career moves Regional banks
MORE FROM FINANCIAL PLANNING