Who's Moving Where In Wealth Management? – Ameriprise Financial, Savvy, Others

Editorial Staff

28 December 2023

Ameriprise Financial
Financial advisors Jason Kokaly and Brian Reiber recently joined the independent channel of Ameriprise Financial, from Edward Jones in Flint, Michigan. They brought more than $130 million in client assets.

The team is supported locally by Ameriprise regional vice president Trish Moll.

Ameriprise has continued to attract experienced, productive financial advisors, with 340 advisors moving their practices to Ameriprise in 2022 and about 1,700 joining the firm in the last five years.

Savvy Advisors
Savvy Advisors a US RIA, has appointed Marisa Joelson as a founding principal wealth manager and global investment strategist.

Joelson has worked as an advisor at Perigon Wealth Management and Merrill Lynch. In 2017, Joelson founded Meta Point Advisors as her platform to share thought leadership content related to current events and their impacts on the global market. Prior to Merrill Lynch, she was based in London, where she served as a macroeconomic and financial advisor to the CEO and senior leadership at Rio Tinto, the mining company.

A contributor to ideas on economics and investment, Joelson's commentareis have been published in publications including The Wall Street Journal and Barron’s.

Raymond James
Raymond James has welcomed financial advisors Kevin Okim and Deborah Okim, to its independent advisor channel.

The husband-and-wife duo have arrived from Edward Jones, where they managed nearly $260 million in client assets. As partners at Okim Wealth Management in Reston, Virginia, their team includes client service associates Elizabeth Mendoza and Michelle Roof.