Financial advisers Lee Winters III and Chris McClure recently joined the branch channel of Ameriprise Financial from Wells Fargo Clearing Services, in Columbia S.C., with $160 million in client assets. The advisers, located in Columbia, S.C., are joined by client service associate Darragh James.
While Winters and McClure were not actively considering a transition, a trusted mentor’s move to Ameriprise prompted them to take a closer look at the firm. What began as a conversation quickly became a clear opportunity to enhance the experience they provide to clients and position their practice for future growth.
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