Podcast Center
Video Center
Webcasts
Resource Center
Events
By 
February 14, 2019 at 08:28 AM
Amerprise Financial says it has recruited a team with four family members from UBS in Dallas. The Vilfordi Group manages about $314 million in client assets.
“We’re pleased to share that four members of the Vilfordi family, who operate an advisor practice in Dallas, Texas, joined our employee channel from UBS,” Ameriprise said in a statement. “Their practice has three generations of experience supporting clients in financial planning relationships.”
The four family members and the years in which they became part of the practice are: George Vilfordi III, uncle, 1979; Aaron Vilfordi, George’s nephew, 2012; Alex Vilfordi, 2016, George’s nephew (and Aaron’s brother); and Adam Vilfordi, 2018, also George’s nephew (and Aaron’s brother).
Client service associates Rosmari Trump and Tonya Merriweather also made the move with the Vilfordis, and all now report to branch manager Blake Harris.
The family’s work in the business go back to the 1950s, according to Ameriprise.
George, for instance, cut his teeth at Merrill Lynch starting in 1980. He spent 29 years there, before moving to UBS in 2009, according to Finra BrokerCheck.
“We serve a variety of high-net worth clients and business owners through a comprehensive financial planning relationship. Many clients who worked with my father and uncle decades ago still work with us today,” Aaron explained in a statement. “We are also proud to serve many of their children and grandchildren.”
“I’m excited that the Vilfordi family decided to join Ameriprise,” according to Harris. “They are a strong team with deep roots in the Dallas community and decades of experience helping clients plan for retirement and other key financial goals. I look forward to working with them as they continue building their business into the future.”
