Executive Moves
Team with More Than $670 Million Joins Ameriprise
Co-founders of the wealth management practice Penn Wealth Planning, Lisa Policare, MBA, CEO and Frank Policare, along with managing partner Patrick Trauger, CFP, has recently joined the independent channel of Ameriprise Financial from LPL Financial in New Hope, Pennsylvania with more than $670 million in client assets. The practice, founded…
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