M and A
Deals Of The Day: The Latest In Wealth Management M&A – Ameriprise, Pacific Crest
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Ameriprise Financial, Pacific Crest Planning
Kennewick, Washington State-based Pacific Crest
Planning, a wealth management practice managing over $525
million in client assets, recently joined the independent channel
of Ameriprise
Financial. Previously, it was with RBC Capital Markets.
Private wealth advisor Ryan Sullivan leads the team, which includes private wealth advisor Kyle Blodgett, financial advisors Niles Gale and Landra Macy, and four support staff members.
Pacific Crest Planning is supported locally by Ameriprise Franchise Field vice president David Call and Ameriprise regional VP Marcus Ranger.