Integrated Technology and Elevated Client Experience Draws Advisor Team with $260 Million in Assets To Ameriprise Financial

Core Insights - Oakwood Financial Group has transitioned to Ameriprise Financial, Inc. from Wells Fargo Clearing Services, Inc. with $260 million in client assets [1] Company Summary - The financial advisory practice is based in Winter Park, Florida, and is led by financial advisor Mike Lloyd, along with financial advisor Gregg Mulvany and client service specialist Joel Ingram [1] - The move was motivated by the team's desire to elevate their practice [1]