$470 million advisory team joins Ameriprise from Wells Fargo

Sher Jeshiva Group has joined the branch channel of Ameriprise Financial from Wells Fargo Clearing Services with $470 million in client assets.

The practice operates from Melville, New York, and Naples, Florida. It is led by financial advisors Glen Sher and Michael Jeshiva and includes financial advisor Philip Basile and registered client service associate Kathryn Acer-Richard.

The team cited Ameriprise’s technology, financial and estate planning capabilities, and advisor support as reasons for the move. According to Jeshiva, more than 90% of the practice’s clients have committed to transitioning to Ameriprise.

Sher Jeshiva Group is supported locally by Ameriprise branch manager Aaron Wolson, complex director Kevin Peters and regional vice president Todd Hubley.

Approximately 1,700 financial advisors have joined the firm over the past five years.