Julie Wallace Moves Her $100 Million Practice to Ameriprise Financial to Embrace Client-First Culture and Operational Excellence

Julie Wallace Moves Her $100 Million Practice to Ameriprise Financial to Embrace Client-First Culture and Operational Excellence

Business Wire

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MINNEAPOLIS--(BUSINESS WIRE)--Financial advisor Julie Wallace recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Services, LLC in Petaluma, California with over $100 million in client assets. The primary reason Wallace moved to Ameriprise was simple: She wanted more time to work directly with clients and help them reach their financial goals and dreams. “With support from Ameriprise, I can offer a more robust financial planning experience

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