Rye Brook, New York – June 10, 2014 –- Geri Pell, CFP®, MBA, Private Wealth Advisor with Ameriprise Financial in Rye Brook, New York was recognized as one of the top 100 women advisors in the country by Barron’s Magazine, a publication covering business and finance. Barron’s recognizes the most outstanding financial advisors that 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, acceptable compliance and legal records, client satisfaction and professional designation, among other benchmarks.
In her Ameriprise practice, Pell focuses on helping clients plan for their financial goals for a lifetime – through a personal long-term financial planning relationship.
The listings are based on data provided by over 3,000 of the nation’s most productive advisors. Key factors include: assets under management, revenue produced for the firm, and regulatory and compliance record. Source: Barron’s®, June 7, 2014, “The Top 100 Women Financial Advisors”. Barron’s® is a registered trademark of Dow Jones, L.P.; all rights reserved.
At Ameriprise Financial, we have been helping people feel confident about their financial future for over 115 years. With outstanding asset management, advisory and insurance capabilities and a nationwide network of 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, visit ameriprise.com or www.geripell.com
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