Upper Deck Wealth Management, a private wealth advisory practice of Ameriprise Financial Inc. with Chris Thompson CFP, CMFA, CRPC, private wealth advisor and managing director; Todd Perkins, financial advisor and vice president; and Sarah Blackley, registered client service associate in Ponte Vedra Beach, have earned the Ameriprise Client Experience Award for 2025.
Upper Deck Wealth Management 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, they 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 or Perkins at 904-380-2322 or visit their Ameriprise office at 818 A1A N., Suite 301, Ponte Vedra Beach. Their website is www.ameripriseadvisors.com/team/upper-deck-wealth-management.
