Skip to Content
Author: The BCW

Leave a Comment

Katherine McGinn Honored As Top Next Generation Advisor by Forbes

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.

Ameriprise Financial Services, Inc. Member FINRA and SIPC

© 2018 Ameriprise Financial, Inc. All rights reserved.
https://www.forbes.com/top-next-gen-advisors/#53152d636df0 – Click here for more info on Forbes Top Next-Generation Ranking!

Similar Member News Items

David Soltis was selected amongst a group of diverse and highly talented professionals for his ongoing efforts ensuring the safety and security of Empire City’s guests and team members YONKERS, NY – Empire City Casino by MGM Resorts (“Empire City”) is celebrating its Chief of Security, David Soltis, who has been selected as one of 2024 Rising […]

Read Article

Yo Digo No Mas website. https://yodigonomas.com/en/events/gala-2024/

Read Article

An expansion of its commercial lending services, Tompkins Community Bank (Tompkins) has welcomed Ford Young as commercial banking relationship manager. Before joining Tompkins, Young served as senior vice president and relationship manager at Santander Bank, NA. Bringing 25 years of banking and financial industry expertise to his new role, Young will be responsible for business […]

Read Article

Become A Member

Join the county’s largest and most influential business organization today.

JOIN NOW!
The Business Council of Westchester is committed to helping businesses market, learn, advocate, and grow. Over 80 events and programs are offered every year, giving our members ample opportunity to connect and meet with businesses representatives in the Westchester community and beyond.
Back to top