Nationwide Welcomes New Leaders, Income Lab Launches AI Scribe

$120M Loveday Caruso Joins Ameriprise Financial

Financial advisory practice Loveday Caruso Wealth Management Group recently joined the independent channel of Ameriprise Financial, Inc. from LPL Financial with $120 million in assets.

The practice, based in Littleton, CO, is led by private wealth advisor Sean Loveday, and includes financial advisor Sarah Caruso and administrative assistant Lori O’Halloran.

Loveday outlined several key reasons for making the move:

• Client-Centered Technology and Experience: “We chose Ameriprise for its transparency and the comprehensive experience it delivers to our clients. The firm’s technology puts their entire financial picture at their fingertips while offering flexibility in how they connect with us. That accessibility is the cornerstone of our practice.”

• Practice Management Efficiency: “Another important factor was the ability to manage our entire practice, from investments to insurance, in a more efficient and informed way. We now have access to deeper insights and resources that allow us to manage portfolios with greater confidence and communicate that information clearly to our clients.”

• Home Office Support: “The home office has provided exceptional support every step of the way. From transition through ongoing service, our questions are answered promptly and, most importantly, accurately. Beyond that, we’ve received invaluable guidance to help grow our practice. We’re surrounded by a team of professionals who bring expertise in investments, marketing, retirement planning and more than a dozen other areas – all dedicated to strengthening our business.”

Looking ahead, the team is excited about the opportunities Ameriprise provides. “We are incredibly excited about how we will be able to grow our business and integrate client events and engagement,” said Caruso. “The feedback from clients has been phenomenal. They love the ease of accessing information and the seamless way they can communicate and do business with us here.”