FUNDRAISING NEWS | July 23, 2024
Ameriprise Financial announced the addition of an advisor team from LPL Financial to its independent channel, managing $250 million in assets. The Washington, D.C.-based team, now operating as Monumental Financial Planning, includes advisors John Cortale, John Martin Moran, Nina Kamrani, Client Service Manager Adam Mirza, and Client Service Coordinator Omaid Omar.
John Cortale has been in the industry since 2001, starting his career at UBS and later working at Morgan Stanley, GunnAllen Financial, Potomac Investments, JHS Capital Advisors, and LPL. John Martin Moran began his career in 1990 at Shearson Lehman Hutton Inc. and has been associated with several firms, including Securities America and LPL. Nina Kamrani entered the industry in 2022, registering with LPL.
The team chose Ameriprise for its enhanced financial planning capabilities, greater firm support, and fully-integrated technology. The team's experience and Ameriprise's resources are expected to benefit their clients significantly.
John Washington is the Data Research Analyst at Dakota.
