The latest moves in the North American wealth management sector.
Private wealth advisor David Sproles has joined the independent channel of Ameriprise Financial, from Edward Jones in Murfreesboro, Tennessee with over $100 million in client assets.
Part of the motivation for the change was that Ameriprise also provides flexibility for Sproles to structure his team in a way that sets his clients and his practice up for success now and into the future, he said. His son, Houston Sproles, joined the practice as a financial planning assistant and as his eventual successor.
Also joining with Sproles is Andrea Meade, who has supported the team as practice manager and client support for nearly nine years. The team is supported locally by Ameriprise regional vice president Trish Moll and senior franchise field vice president George Varones.
Edward Jones has welcomed financial advisor Warren Anderson, who is based in Littleton, Colorado. He has worked in the sector for 25 years.
Anderson previously managed $375 million in client assets and was
a wealth advisor with Charles Schwab, working with retail
investors. Prior to that, he was a financial consultant at
Charles Schwab, advising clients on a broad range of financial