$320M Merrill FA Team Flees to Ameriprise

Ameriprise Financial has welcomed a new advisor team from Merrill Lynch, bringing with them $320 million in client assets. The team, based in Tacoma, Washington, operates as Guthrie Rouner Group and consists of advisors Jim Guthrie and Stephen Rouner. They are also supported by Registered Client Service Associate Nick Vanderlinda.

Jim Guthrie, who has been in the financial industry since 1995, initially started his career with Merrill Lynch. Guthrie also holds CFP and CRPC designations. Stephen Rouner entered the financial sector in 2010 with Chase Investment Services Corp and has also worked with J.P. Morgan Securities before joining Merrill Lynch in 2014.

Both Guthrie and Rouner aim to enhance client relationships and increase efficiency in their practice through the support and tools provided by Ameriprise. This move highlights the ongoing shifts within the financial advisory landscape as professionals seek platforms that offer advanced resources and client-centric services.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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