An experienced private wealth practice managing more than $370 million in client assets has joined Ameriprise Financial, Inc. from Lincoln Financial Securities, according to an official announcement by Ameriprise. The team operates out of offices in Metairie, Louisiana, and is led by financial advisors Jason Tardo and Brent Tardo.
Expansion of Wealth Management Capabilities in Louisiana
The addition brings a seasoned team of professionals into the Ameriprise network, bolstering the firm’s regional footprint in Louisiana. According to corporate statements from Ameriprise, the practice chose the firm to leverage its robust technology platform, comprehensive financial planning tools, and extensive product suite. These resources aim to streamline portfolio management and enhance the day-to-day service experience for high-net-worth clients.
Strategic Growth for Ameriprise Financial
Recruiting practices with substantial books of business remains a core strategy for major wealth management firms seeking to expand market share. According to industry disclosures, the incoming Metairie-based team brings decades of collective advisory experience, allowing Ameriprise to deepen its footprint in the Gulf Coast region. The transition integrates the practice’s existing client base onto the Ameriprise Client Experience platform, providing investors with enhanced digital tools and comprehensive goal-based planning resources.
Client Transition and Service Continuity
Current clients of the Tardo practice will experience continuity in advisory relationships while gaining access to expanded banking, trust, and insurance solutions offered through Ameriprise. According to firm representatives, the integration process is designed to minimize disruption to existing portfolios while gradually introducing clients to broader wealth-planning capabilities. The partnership highlights an ongoing industry trend where established independent advisory practices migrate to major wirehouses and independent broker-dealers to access scaled operational support.
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