Geri Eisenman Pell, CFP®, MBA, CDFA™, a Private Wealth Advisor with Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. in Rye Brook, New York 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.
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.
For more information, please contact Gina Petriccione at 914.269.0058 or visit the Ameriprise office at 800 Westchester Avenue, Suite S-300, Rye Brook, New York 10574. Visit barrons.com for additional information on Barron’s.
At Ameriprise Financial, we have been helping people feel confident about their financial future for 120 years. With outstanding asset management, advisory and insurance capabilities and a nationwide network of 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 www.pellwealthpartners.com
The listings are based on data provided by over 400 of the nation’s most productive advisors. Key factors include: assets under management, revenue produced for the firm, and regulatory and compliance record. Source: Barron’s®, June 4, 2016, “The Top 100 Women Financial Advisors”. Barron’s® is a registered trademark of Dow Jones, L.P.; all rights reserved.
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
© 2016 Ameriprise Financial, Inc. All rights reserved.