Company: Ameriprise Financial Services, Inc.
Location: Chicago, Illinois, United States
Andrew M. Allison, Financial Advisor at Ameriprise Financial Services, Inc., has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in finance.
Mr. Allison has always enjoyed math and numbers. He was fortunate to attend Loyola University Chicago, where he was able to have amazing exchanges with the Chicago Stock Exchange, Chicago Mercantile Exchange, and the Board of Trade. While he was still an undergraduate, he experienced being on the trading floor. He saw how it was cold, impersonal and corporate and wanted to have a career in that business but wanted to be more personal and work with people directly. Mr. Allison met a broker that needed someone to cold call for her, this started his career in the retail aspect of this industry and he grew from there. In addition, he was interested in being a financial advisor because he was always interested in math and numbers.
In 2011, Mr. Allison was exposed to a business model that he ended up adopting which, was value-based financial planning. The concept is that if you have an understanding of what is most important to people than you can be more effective in their area of life. He believes that this standard is better than just giving financial advice. Mr. Allison started out as an unregistered broker’s assistant at Lehman Brothers in 1991 and remained with the company until 1993. In 1993, he became a registered trading assistant for Prudential Securities for two years. He moved on to become a financial advisor in 1996 for Ameriprise Financial Services, Inc., where he continues to thrive today. Mr. Allison and his firm currently serve 35 families and are working towards building that up to serving 75 families. Once they hit their goal of 75 families, they will stop marketing and strictly take care of those 75 individuals/families. In addition, in 5 to 10 years he hopes to continue doing what he is doing helping the 75 families, but making sure they are doing it with all the right people. As a testament to his success, Mr. Allison has been named a Five Star Wealth Manager by the Ameriprise Financial Services, Inc. Client Satisfaction Survey from 2012 to 2019.
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