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An Ameriprise Platinum Financial Services® Practice

 
 
John Shimp Ameriprise Financial Advisor

John Shimp

CFP®, CRPC®, CFS®

Financial Advisor

610.825.4909 | john.j.shimp@ampf.com

 
 

The Team

SHIMP, TOWNSLEY & ASSOCIATES

100 W Elm St, Ste 100
Conshohocken, PA 19428-4131
610.825.4909

Team Photo

Advisors

Brendan O Reilly

Brendan O Reilly

Financial Advisor

with the practice of John Shimp

brendan.t.o'reilly@ampf.com

610.825.4909

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Christopher Townsley

Christopher Townsley

Financial Advisor

christopher.d.townsley@ampf.com

610.825.4909

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Daniel White

Daniel White

Financial Advisor

with the practice of Christopher Townsley

daniel.a.white@ampf.com

610.825.4909

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Jeremy Heller

Jeremy Heller

Financial Advisor

with the practice of Christopher Townsley

jeremy.d.heller@ampf.com

610.825.4909

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Staff

Wendy J. Morrison

Wendy J. Morrison

Client Service Coordinator

610.825.4909

wendy.j.morrison@ampf.com

  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.