Manager – Public Relations

Next-Gen advisor with more than $120 million in assets joins Ameriprise Financial for technology and growth opportunities. Colin Gates joins The Atlantic Group, a growing $2 billion Ameriprise practice led by next-generation advisors in Boca Raton, Fla. Published on 09/24/2026 at 10:42 am EDT Business Wire Financial advisor Colin Gates, CPWA(R) recently joined the branch channel of Ameriprise Financial, Inc. (NYSE:AMP) from Merrill Lynch, Pierce, Fenner & Smith Inc. where he managed more than $120 million in client assets. Gates has joined The Atlantic Group, a well-established Ameriprise financial advisory practice led by founding partners and next-generation advisors Andrew Lerner, APMA(TM), AWMA(TM), CFP, ChFC(R), and Logan Shalmi APMA(TM) in Boca Raton, Fla. As Gates evaluated the next chapter of his business, he prioritized finding a firm and team aligned with his long-term vision for clients and growth. The opportunity to join The Atlantic Group, a rapidly growing Ameriprise team led by next-generation financial advisors who share his vision for long-term growth, made the decision especially compelling. "Ameriprise immediately stood out because of its commitment to helping advisors grow and the investments it continues to make in technology, planning capabilities and operational support," said Gates. "Those resources will help me deliver an even better experience for clients while creating greater efficiencies in my practice. Combined with the opportunity to join The Atlantic Group, a team that's building for the future and shares my growth-minded approach, it became clear that Ameriprise was the right fit for the next chapter of my business." Gates and Shalmi have known each other for years, having attended high school together. That longstanding relationship, combined with a shared philosophy around client service and practice management, made the move a natural fit. "As I explored different options, I kept coming back to the combination of Ameriprise and The Atlantic Group," said Gates. "Logan, Andrew and the team have built an impressive business with a collaborative culture and a clear vision for where they're headed. The opportunity to be part of that environment while continuing to elevate the client experience with the tools, resources and support of Ameriprise was especially appealing." Since transitioning from Oppenheimer to Ameriprise in October 2025, The Atlantic Group has continued to build significant momentum, adding three financial advisors, three support staff members and more than $400 million in client assets. Today, the practice includes 12 financial advisors and 10 support staff members who collectively manage approximately $2 billion in client assets. The team is supported locally by Ameriprise Branch Manager Drew Granauro, Ameriprise Complex Director Daniel Landrau and Ameriprise Regional Vice President Michael Rearden. Ameriprise has continued to attract experienced, productive financial advisors, with approximately 1,700 joining the firm in the last 5 years.[1] To find out why experienced financial advisors are joining Ameriprise, visit ameriprise.com/why. About the Ameriprise Ultimate Advisor Partnership The Ameriprise Ultimate Advisor Partnership offers a differentiated experience for advisors that helps them accelerate growth while delivering an excellent client experience. Combined with the company's culture of support and independence, the Ultimate Advisor Partnership enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth. About Ameriprise Financial At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years[2]. With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. [1] Ameriprise Financial Q4 2025 Earnings Release. [2] Company founded June 29, 1894 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(R), and CFP(R)(with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial Services, LLC is an Equal Opportunity Employer. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. View source version on businesswire.com: https://www.businesswire.com/news/home/20260924125153/en/ (C) Business Wire - 2026

Ameriprise Financial matching public donations to Feeding America(R) now through Oct. 31. The company's annual match campaign will help provide 5 million meals to families and individuals facing hunger MINNEAPOLIS-(BUSINESS WIRE)-For the 15th consecutive year, Ameriprise Financial, Inc. (NYSE: AMP) will match donations to Feeding America(R)(up to $250,000) to support people facing hunger across the U.S. While millions of people across the country work hard to provide for themselves and their families, nearly 48 million people, including more than 14 million children, experience food insecurity. With the Ameriprise match, each dollar donated through October 31 will help provide 20 meals* to families and individuals working to build a more food-secure future. Participation is easy and open to the public: visit www.feedingamerica.org/ameriprise to give online. "Hunger remains a significant challenge in communities across the country, but we can all work together to help our neighbors," said Jennifer Jones, Vice President of Community Relations at Ameriprise Financial. "Ameriprise has a longstanding commitment to hunger relief, and we're proud to partner with Feeding America to help address food insecurity and support people facing hunger. We encourage others to join us in making a meaningful difference." Since establishing a partnership with Feeding America in 2009, Ameriprise advisors, employees and clients have helped provide more than 153 million meals and volunteered nearly 420,000 hours to support Feeding America and other hunger-relief organizations nationwide. The Ameriprise matching campaign was established in 2010 to encourage additional donations to Feeding America. In addition to the matching campaign, Ameriprise is partnering with Feeding America for its 17th annual National Day of Service, which will be on November 5, 2026. This nationwide volunteer effort will bring together thousands of Ameriprise employees, advisors, and clients ahead of the holiday season to help people facing food insecurities. "We are grateful for longstanding partners like Ameriprise who have stayed committed to our shared vision of a hunger-free America," said Elizabeth Pettengill, Interim Vice President, Corporate and Foundation Partnerships at Feeding America. "Ending hunger takes all of us, especially now when families are feeling the pressure of rising food costs and tight budgets. Ameriprise's match campaign has been - and continues to be - part of a critical and collective effort in ensuring neighbors facing hunger have access to the food they need to thrive." About Feeding America Rooted in the voices of neighbors facing hunger, Feeding America(R) unites the country to ensure everyone has access to food and a thriving future. We support tens of millions of people as part of a nationwide network of 250+ food banks, 20+ statewide food bank associations, 10+ regional co-ops and 60,000+ agency partners, food pantries and meal programs. Powered by leaders and volunteers embedded in local communities, we are one of the nation's most effective food distribution systems to drive immediate impact today - and a catalyst for long-term change through advocating for legislation that improves food security and work to address its factors. We partner with people experiencing food insecurity, policymakers, organizations and supporters, acting united with unwavering commitment to provide nourishing food and work to end hunger at its roots so everyone can live fuller, healthier lives. Visit FeedingAmerica.org to learn more. About Ameriprise Financial Community Relations Ameriprise Financial is dedicated to utilizing the firm's resources and talents to improve the lives of individuals and build strong communities. The firm was recently recognized by Newsweek as one of America's Most Charitable Companies of 2026[1]. Through grants, volunteerism and employee and advisor gift matching programs, the company supports more than 8,000 nonprofits globally. The company also has a longstanding commitment to volunteerism. Each year, the firm's employees are eligible for eight hours of paid time off to volunteer. In 2025, Ameriprise volunteers collectively contributed more than 50,000 hours to nonprofits in communities across the country. About Ameriprise Financial At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years[2]. With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. *About the Match: Ameriprise Financial has committed $250,000 to Feeding America. This amount will be used to double the impact of gifts received between Sept. 1, 2026, and Oct. 31, 2026. Gifts received after the campaign or in excess of this amount will not be matched but will still help provide food for people in need. Currently, $1 helps provide at least 10 meals secured by Feeding America on behalf of local partner food banks. Historical meal equivalencies vary and are updated each year. [1] Newsweek partnered with Statista to recognize America's Most Charitable Companies. Eligible companies were evaluated September to December 2025 and scored on each of three items: survey of approximately 18,000 U.S. residents providing perceptions of companies' philanthropic activities; social listening via mention tracking with sentiment across news and online sources; research of key performance indicators that represent important aspects of a company's philanthropy performance. Ameriprise did not pay a fee to be evaluated but did pay a fee to publicly cite the results. [2] Company founded June 29, 1894