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FUNDRAISING NEWS | November 11, 2024

Ameriprise TX Affiliate Q5 Wealth Mgmt Adds $100M Morgan Stanley Advisor

Tags: Personnel, Financial Advisor Move

Houston and Beaumont, TX, firm Q5 Wealth Management said it has recruited former Morgan Stanley financial advisor Scott Guptill, who managed $100M in client assets. 

The move expands Ameriprise’s presence in Texas, with Guptill’s addition increasing the Q5 team’s advisor group to five, supported by six other team members, managing approximately $1.5B in client assets. 

Guptill worked as vice president at Morgan Stanley for 24 years serving high-net-worth clients. Prior to that he was a financial analyst at Black & Decker. Q5 is supported by Logan Clipp, a field vice president with Ameriprise, and Tres Rouquette, regional vice president.

Source: https://www.businesswire.com/news/home/20241111412304/en/

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