{"id":1479,"date":"2023-10-10T13:54:57","date_gmt":"2023-10-10T13:54:57","guid":{"rendered":"https:\/\/first-exchange-bank.flywheelsites.com\/?p=1479"},"modified":"2024-03-18T13:08:55","modified_gmt":"2024-03-18T13:08:55","slug":"first-exchange-bank-forms-new-partnership-with-ameriprise-financial","status":"publish","type":"post","link":"https:\/\/www.firstexchangebank.com\/first-exchange-bank-forms-new-partnership-with-ameriprise-financial\/","title":{"rendered":"First Exchange Bank Forms New Partnership with Ameriprise Financial"},"content":{"rendered":"<p><strong><em>New partnership will help First Exchange Bank expand\u00a0<\/em><em>our financial planning offering\u00a0\u00a0<\/em><\/strong><\/p>\n<p><strong>White Hall, WV, \u2013\u00a0<\/strong>First Exchange Bank today announced that it has selected Ameriprise Financial Services, LLC as its broker-dealer. Through the new relationship, First Exchange Bank will offer comprehensive financial planning and investment solutions to its clients. The bank will operate its wealth management program under the name First Exchange Wealth Management.<\/p>\n<p>\u201cWe were drawn to Ameriprise because of its solid track record of helping people feel more financially confident through its approach to delivering personalized advice,\u201d said Bill Goettel, President\/CEO, \u201cA growing need of our clients is financial planning, and we are looking forward to leveraging the resources of Ameriprise to serve our clients holistically.\u201d<\/p>\n<p>Through the new partnership, Ameriprise will provide First Exchange Wealth Management\u2019s clients access to a full range of leading services and solutions including:<\/p>\n<ul>\n<li><strong>Personalized advice and financial planning solutions\u00a0<\/strong>that are tailored to their individual needs.<\/li>\n<li><strong>Robust investment solutions\u00a0<\/strong>to help them achieve their financial goals.<\/li>\n<li><strong>Digital capabilities<\/strong>\u00a0that allow clients to connect with their advisors where and how they want \u2013 face-to-face, online, video or phone meetings.<\/li>\n<\/ul>\n<p><strong><em>First Exchange Wealth Management brings on Austin Truex as a financial advisor.<\/em><\/strong><\/p>\n<p><span class=\"normaltextrun\">In launching the new program, First Exchange Wealth Management, with the help of Ameriprise, recruited financial advisor Austin Truex to serve residents in North Central West Virginia.<\/span><\/p>\n<p>\u201cHelping clients achieve their financial goals is the core of my business, and it will continue to be,\u201d said Truex. \u201cDuring these uncertain times, clients need personalized advice more than ever. I look forward to leveraging Ameriprise\u2019s robust financial planning capabilities and client-facing technology to serve my clients.\u201d<\/p>\n<p>Truex has 5 years of experience in the financial services industry and graduated from Wheeling Jesuit University with a degree in Business Management and Marketing.<\/p>\n<p>If you are interested in speaking with Truex about how to reach your financial goals, please set up an appointment by calling 304-639-5163 or emailing austin.truex@ampf.com. His\u00a0office is located at 1000 Mid Atlantic Drive Morgantown, WV 26508.<\/p>\n<p>As the First Exchange Wealth Management program continues to expand in North Central West Virginia, they will hire additional advisors to serve its members.<\/p>\n<p><strong>About Ameriprise Financial<\/strong><\/p>\n<p>At Ameriprise Financial, we have been helping people feel more confident about their financial future for more than 125 years<sup>1<\/sup>. With extensive investment advice, asset management and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors&#8217; financial needs.<\/p>\n<p><strong>About First Exchange Bank<\/strong><\/p>\n<p>First Exchange Bank is a locally owned and operated bank that has been serving the communities of Marion, Monongalia, and Wetzel counties since 1932. For more information on First Exchange Bank their useful financial products, please visit\u00a0<a href=\"http:\/\/www.firstexchangebank.com\/\">www.FirstExchangeBank.com<\/a>.<\/p>\n<p>We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found below or on ameriprise.com\/sec-disclosure.<\/p>\n<p>###<\/p>\n<p><sup>1<\/sup>Company founded June 29, 1894.<\/p>\n<p>Ameriprise Financial Services partners with financial institutions to provide investment advisory, brokerage and insurance services to their clients. This is a contractual relationship, which earns the financial institution compensation from Ameriprise for successful referrals. In most cases, the financial institution also receives a majority of the commissions and fees generated by Ameriprise financial advisors for the services noted above. This applies as long as the referred client maintains a relationship with Ameriprise. Non-licensed employees of the financial institutions may receive incentives from their employer for referring clients to Ameriprise. These incentives create a conflict of interest.<\/p>\n<p>Ameriprise Financial cannot guarantee future financial results.<\/p>\n<p><strong>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.<\/strong><\/p>\n<p>First Exchange Bank is not affiliated with Ameriprise Financial, Inc.<\/p>\n<p>Investment advisory products are made available through Ameriprise Financial Services, Inc., a registered investment adviser.\u00a0<em>\u00a0<\/em><\/p>\n<p>\u00a9 2023 Ameriprise Financial, Inc. All rights reserved.<em>\u00a0<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>New partnership will help First Exchange Bank expand\u00a0our financial planning offering\u00a0\u00a0 White Hall, WV, \u2013\u00a0First Exchange Bank today announced that it has selected Ameriprise Financial Services, LLC as its broker-dealer. Through the new relationship, First Exchange Bank will offer comprehensive financial planning and investment solutions to its clients. The bank will operate its wealth management [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>First Exchange Bank Forms Relationship with Ameriprise Financial and Announces Arrival of Austin Truex as Financial Advisor<\/title>\n<meta name=\"description\" content=\"First Exchange Bank today announced that it has selected Ameriprise Financial Services, LLC as its broker-dealer. Through the new relationship, First Exchange Bank will offer\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.firstexchangebank.com\/first-exchange-bank-forms-new-partnership-with-ameriprise-financial\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"First Exchange Bank Forms Relationship with Ameriprise Financial and Announces Arrival of Austin Truex as Financial Advisor\" \/>\n<meta property=\"og:description\" content=\"First Exchange Bank today announced that it has selected Ameriprise Financial Services, LLC as its broker-dealer. 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