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., Aug. 25, 2025 – About 450 Boys & Girls Club of New Rochelle youths will continue to benefit from life-changing after-school and summer programs now that the federal government has released 21st Century Community Learning Center funds. Restoration of the vitally needed grants was inspired by powerful, persistent advocacy by Westchester County […]
Three years after opening its POP Tennis courts, Andrus welcomed back Mitch Kutner, President of the International POP Tennis Association, and Wally Green – professional athlete, motivational speaker, digital creator, and co-founder of SPiN New York. Green, who overcame a challenging childhood, has built his career on sharing a message of resilience. “We are more […]
Hi BCW members! Westchester Magazine is celebrating our 25th anniversary of our first issue next year. We are looking for other Westchester businesses also celebrating their 25th anniversary in 2026 who are interested in being featured in an issue next year! We are planning to run a series of articles highlighting these businesses, sharing their […]
Become A Member
Join the county’s largest and most influential business organization today.
JOIN NOW!
Leave a Comment
You must be logged in to post a comment.