Skip to Content
Author: The BCW

Leave a Comment

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.

http://www.barrons.com/articles/top-100-women-advisors-1496463234 – Click here to read more about the 2017 Barron’s Top 100 Women

Similar Member News Items

NEW ROCHELLE, N.Y., July 2, 2025 – Through its 21st Century Community Learning Centers program, Boys & Girls Club of New Rochelle provides more than 450 local middle and high school students with no-cost, extended-day enrichment that bridges the gap between school and home, offering structure, support and opportunity during critical hours of the day. […]

Read Article

KeyBank announced Megan Benson has been named senior relationship manager, Commercial Banking. Benson is responsible for growing existing and new commercial client relationships throughout New York, the Hudson Valley and New Jersey. She is based in KeyBank’s Metro NY office, located at 1301 Avenue of the Americas in New York, N.Y. Prior to joining KeyBank, […]

Read Article

KeyBank announced Cameron Gateman has been named senior relationship manager, Commercial Banking. Gateman is responsible for growing existing and new commercial client relationships throughout New York, the Hudson Valley and New Jersey. He is based in KeyBank’s Metro NY office, located at 1301 Avenue of the Americas in New York, N.Y. Prior to joining KeyBank, […]

Read Article

Become A Member

Join the county’s largest and most influential business organization today.

JOIN NOW!
The Business Council of Westchester is committed to helping businesses market, learn, advocate, and grow. Over 80 events and programs are offered every year, giving our members ample opportunity to connect and meet with businesses representatives in the Westchester community and beyond.
Back to top