A Florida-based father and son duo of financial advisors with $234 million in assets under management is joining Ameriprise, the company announced.
Norman and Michael Robbins will be joining Ameriprise from Summit Brokerage Services, and have a combined 65 years of experience in the financial services industry. The team works with clients throughout South Florida and the rest of the country from their office in Boca Raton.
According to Michael Robbins, the duo partnered with Ameriprise because it could offer extensive tools and resources akin to a Fortune 500 firm but felt that their branch maintained “the feel of a boutique office,” where clients could receive tailored advice for their particular circumstances.
“The leadership team is focused on helping us integrate the right tools, systems and processes to consistently deliver a quality experience for clients,” Robbins said. “Our branch manager and the rest of the onboarding team delivered on all their promises, which was really refreshing, and made it easier for us to stay focused on our clients during the transition.”
According to Ameriprise, Complex Director Dan Landrau and Branch Manager Drew Granauro supported the Robbins duo during the transition from Summit.
More than 4,000 financial advisors have joined Ameriprise since 2008, and the company now boasts a network of about 10,000 financial advisors throughout the country. Last November, Ameriprise introduced a number of upgrades for its tech platforms and services, including a more integrated set of workflows for advisors and a “single signature” tool that would enable advisors to bring in additional services as needed for a client without needing verbal or written consent on each action. The program would benefit advisors by providing “more flexibility and efficiency” to help advisors adjust investment strategies as needed, according to Ameriprise.