The firm is based in Maryland, and works with multiple generations of clients.
Ameriprise Financial’s branch channel has brought in father-son team Harry Slade III and Harry Slade IV. They serve clients in Ellicott City, Maryland (pictured).
Slade III, a 25-year industry veteran and Slade IV, who has served clients as an advisor for the past eight years, joined from Edward Jones and manage about $330 million in assets. The practice will operate as Ellicott Mills Wealth Management and is supported by client service associates Lynda Day, Stacy Fernen and Shawn Kramer, Ameriprise Financial said in a statement yesterday.
“We’re a fourth-generation practice with deep roots in Ellicott City going back 125 years,” Slade III said. “At the same time, we’ve always had an eye on the future and wanted more control and flexibility in how we manage our business. Switching firms was not a decision we took lightly, but ultimately, Ameriprise was the right choice to support our vision.”
Ameriprise complex director Ed Eckenroad and branch manager Karen Burkhart support the team.
As part of the transition, the Slade team will move into a new branch office in the Ellicott City area.