Geri Eisenman Pell, CFP®, MBA, CDFA™ a Private Wealth Advisor with Ameriprise Financial in Rye Brook, has been named to the list of “America’s Top 1,200 Advisors: State-by-State” published by Barron’s® Magazine, a publication covering business and finance. The annual Barron’s list recognizes the most outstanding financial advisors who represent the highest levels of ethical standards, professionalism and success in the business.
The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Pell was chosen based on assets under management, revenue produced for the firm, regulatory record and quality of practice. 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. 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/barrons-top-1-200-financial-advisors-1488608821 – Click here to read more!