Geri Eisenman Pell, CFP®, MBA, CDFA® a Private Wealth Advisor with Ameriprise Financial in Rye Brook, was named to the list of “Best-in-State Wealth Advisors” published by Forbes magazine. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism and success in the business.
The rankings are based on data provided by thousands of the nation’s most productive advisors. Pell was chosen based on assets under management, industry experience, compliance record and best practices in her practice and approach to working with clients. Pell is part of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.
As a private wealth advisory practice, Pell Wealth Partners provides financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with their clients. Pell has 34 years of experience in the financial services industry. For more information, please contact Martha Hood at 914.253.8800 or visit pellwealthpartners.com
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive advisory, asset management 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, visit ameriprise.com or pellwealthpartners.com
Visit forbes.com for additional information about Forbes.
Source: Forbes, “Best-in-State Wealth Advisors” Feb 11, 2021.
This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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http://pellwealthpartners.com – Visit our website for more information about Geri and Pell Wealth Partners.