Geri Pell Honored As Top 100 Women Financial Advisor by Barron’s

Geri Pell Honored As Top 100 Women Financial Advisor by Barron’s

Geri Eisenman Pell, CFP®, MBA, CDFA a Private Wealth Advisor with Ameriprise Financial in Rye Brook, was recognized as one of the Top 100 women financial advisors in the country by Barron’s Magazine, a publication covering business and finance. Barron’s recognizes the most outstanding financial advisors who represent the highest levels of ethical standards, professionalism and success in the business. This is her 9th consecutive year on the list.

Pell was chosen based on assets under management, revenue generated for her firm, acceptable compliance and legal records, client satisfaction and professional designations. In her practice, Pell focuses on helping her clients plan for their financial goals for a lifetime – through a personal long-term financial planning relationship. Pell is part of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

As 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 her clients. For more information, please contact Gina Petriccione at 914.253.8800 or visit the Ameriprise office at 800 Westchester Avenue, Suite S-300, Rye Brook, New York 10573. – Click here to read more about the 2017 Barron’s Top 100 Women

By | 2017-12-22T11:03:12-05:00 June 16th, 2017|Member News|0 Comments

About the Author:

Leave A Comment