Ameriprise Financial says a team that includes two father-son partnerships and works with $367 million in client assets recently joined its employee channel from Morgan Stanley.
The team, which does business as the Falldin-Mattson Group, is based in Edina, Minnesota, not far from Ameriprise’s headquarters in Minneapolis.
It is led by advisor John Falldin, a 36-year industry veteran who has been with Morgan Stanley since 1984. His son Joe Falldin, who is new to the industry also is part of team.
Other members include Jim Mattson, a 34-year industry veteran who spent about 10 years at Morgan Stanley and 15 years at Merrill Lynch, and his son James Mattson, an advisor with six years in the business. Another team member is registered client service associate Abby Dority.