Geri Pell Honored As Top 1,200 Financial Advisor By Barron’s
Geri Eisenman Pell, CFP®, MBA, CDFA a Private Wealth Advisor with Ameriprise Financial in Rye Brook, has been named to the list of “Barron’s Top 1,200 Financial Advisors” 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 Chief Executive Officer 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. Geri Eisenman Pell has served the Greater Westchester County 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, Rye Brook, New York 10573.
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 barrons.com for additional information about Barron’s.
Source: Barron’s®, March 8, 2019 “Barron’s Top 1,200 Financial Advisors”. Barron’s® is a registered trademark of Dow Jones, L.P.; all rights reserved.
Barron’s listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted to and judged by Barron’s. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and years of professional experience. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. This award is not indicative of this advisor’s future performance.
Ameriprise Financial Services, Inc. Member FINRA and SIPC
© 2019 Ameriprise Financial, Inc. All rights reserved.
http://pellwealthpartners.com – Click here for more info on Geri and her team!
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