Katherine McGinn, CFA a financial advisor with Ameriprise Financial in Rye Brook, was named to the list of “America’s Top Next Generation Wealth Advisors” published by Forbes Magazine. The list recognizes millennial financial advisors who have demonstrated high levels of ethical standards, professionalism and success in the business.
The rankings are based on data provided by over 11,000 of the nation’s most productive advisors. Katie was chosen based on assets under management, industry experience, regulatory and compliance record and revenue produced over a three-year period. Katie is part of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. Katie graduated from Bard College with a degree in Environmental Studies & Economics.
As a financial advisor, Katie 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. Katie has 11 years of experience in the financial services industry. For more information, please contact Dahiana Candrea at 914.253.8800 or visit the Ameriprise office at 800 Westchester Avenue, Suite 300 in Rye Brook.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 120 years. With a network of 10,000 financial advisors and extensive asset management, advisory and insurance capabilities, we have the strength and expertise to serve the full range of consumer financial needs. For more information, visit ameriprise.com or pellwealthpartners.com
Visit forbes.com for additional information about Forbes.
Source: Forbes, “America’s Top Next Generation Wealth Advisors” July 25, 2018.
Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced over a three-year period, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor.
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https://www.forbes.com/top-next-gen-advisors/#53152d636df0 – Click here for more info on Forbes Top Next-Generation Ranking!