Special to Iredell Free News
James D. Rice, CFP, owner of Cordian Wealth, a private wealth advisory practice of Ameriprise Financial Services, recently expanded his Charlotte office to include a new location at 642 Signal Hill Drive Extension in Statesville.
Advisor Sheri Bistreich, CFP, founder of Sheri Bistreich and Associates, has merged her practice with Cordian Wealth along with advisor Nicolas Gilliam and support staff Tara Henry to continue to serve clients at the Statesville location.
“I am excited about the opportunity to serve more clients, while continuing to help my existing clients achieve their financial dreams and goals,” said Rice. “We are excited to have Sheri and Nic join our team because they share our passion for helping clients achieve their financial goals. Nic’s experience will help us better serve our existing clients while also allowing us to help even more families plan for their financial future.”
As a private wealth advisory practice of Ameriprise Financial Services, Cordian Wealth takes a team approach to client service that combines deep knowledge, an ability to make the complex clear, and meticulous attention to detail.
For more information, please contact Tara Henry at the Statesville office at (704) 872-8181.