Geri Pell Honored as Top 100 Women Financial Advisors by Barron’s
Rye Brook, New York—June 20, 2022—Geri Eisenman Pell, CFP®, MBA, CDFA®, a Private Wealth Advisor with Ameriprise Financial in Rye Brook, was recognized as one of “Barron’s Top 100 Women Financial Advisors” by Barron’s, 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, and the quality of her practice. 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 the Chief Executive Officer of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.
As a Private Wealth Advisor, Pell and her team 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. Geri has served the Rye Brook area since 1986. For more information, please contact Martha Hood at (914) 253-8800 or visit the Ameriprise office at 800 Westchester Avenue, Suite 300 in Rye Brook, New York.
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About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive advisory, asset management and insurance capabilities and a nationwide network of approximately 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, please visit www.ameriprise.com or www.pellwealthpartners.com.
Visit www.barrons.com for additional information about Barron’s.
Source: Barron’s®, June 18, 2022, “Barron’s Top 100 Women Financial Advisors”. Barron’s® is a registered trademark of Dow Jones, L.P.; all rights reserved.
Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. This award is based on data from this calendar year and is not indicative of this advisor’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2022 Ameriprise Financial, Inc. All rights reserved.
https://www.ameripriseadvisors.com/geri.e.pell/profile/ – For more information, visit Geri’s website!
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