Upper Deck Wealth Management LLC, a private wealth advisory practice of Ameriprise Financial Inc. in Ponte Vedra Beach, has earned the Ameriprise Client Experience Award for 2024. This is the fourth year in a row for Chris Thompson, CFP , CRPC , CMFA and second year for Todd Perkins.
Upper Deck Wealth Management LLC was honored with this award because of its ability to consistently deliver personalized, goal-based advice and exceptional client service.
Award recipients earned an overall client satisfaction rating equal to or greater than 4.9 out of 5.0 and maintained stellar business results. The award represents an elite group of Ameriprise advisers recognized as leaders for their commitment to making a difference in the lives of their clients.
As a private wealth advisory practice, Thompson, Perkins and Sarah Blackley provide financial advice that is anchored in a solid understanding of client needs and expectations and is delivered in one-on-one relationships with their clients.
For more information, contact Thompson at 904-380-2290, Perkins at 904-380-2322, or Blackley at 904-380-2302, or go to the Ameriprise office at 818 A1A N Suite 301, Ponte Vedra Beach.
