FUNDRAISING NEWS | June 25, 2024
Michael Cruz, a seasoned financial advisor, has recently transitioned from Wells Fargo to Ameriprise Financial, bringing with him $100 million in assets. He has joined Ameriprise's branch channel located in Temecula, California.
Cruz's career in wealth management began in 1995, and over the years, he has worked with prominent firms such as Merrill Lynch and UBS before joining Wells Fargo in 2008. Cruz's move to Ameriprise was driven by his goal to expand his practice and better serve his clients' financial needs. He emphasized Ameriprise's robust commitment to investing in advisors as a pivotal factor in his decision, aiming to utilize these resources for his professional advancement. This shift reflects a broader trend, as other advisors from Wells Fargo in Pennsylvania and New Jersey have also recently moved to Ameriprise.
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John Washington is the Data Research Analyst at Dakota.
