Best-in-State · rank 20 · Birmingham, Alabama · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Ameriprise Financial Services (high)
- “Private Wealth Advisor, Ameriprise Financial Services” — firm_official
- Parent company — independent (high)
- “Ameriprise Financial, Inc. became an independent, public company in 2005. More specifically, Ameriprise Financial, Inc. (NYSE: AMP) debuted on the New York Stock Exchange in October of 2005 as the sixth largest spin-off ” — professional_press
- Firm type — hybrid_ria (high)
- “Ameriprise Financial Services, LLC is registered with the SEC as both an investment adviser and a broker-dealer.” — professional_press
- Team name — Hudson & Windle Private Wealth (high)
- “Hudson & Windle Private Wealth - a private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Team size — 7 (high)
- “Team Members: Jerry Windle (Private Wealth Advisor), Butch Barger (Financial Advisor, COO), Jonathan Foster (Financial Advisor), Cassi B. Martinez (Client Relationship Manager), Taylor Reynolds (Client Service Specialist” — firm_official
- CRD — gap: not_found_after_search
- Years experience — 27 (high)
- “Years of Experience: 27 years” — firm_official
- Designations — CRPC, AAMS, ADPA, AEP, AIF, AWMA (high)
- “CRPC, AAMS (Accredited Asset Management Specialist), ADPA (Accredited Domestic Partnership Advisor), AEP (Accredited Estate Planner), AIF (Accredited Investment Fiduciary), AWMA (Accredited Wealth Management Advisor)” — firm_official
Book of business
- Team AUM ($M) — 960 (high)
- “Team Assets (Custodied): $960M” — forbes_shook
- Account minimum ($M) — 0.75 (high)
- “Minimum account size for new business: $750K” — forbes_shook
- Typical client net worth ($M) — 5.5 (high)
- “Typical Net Worth of Relationships: $1-10M” — forbes_shook
- Client niche — generalist (medium)
- “Services Offered: Wealth Preservation Strategies, Retirement Income & Planning Strategies, Family Finances, Investments, Tax Planning Strategies, Estate Planning Strategies, Cash Flow Management” — firm_official
- Custodians — gap: not_public
- Fee model — not_public (medium)
- “Costs vary depending on the investment advice level and investments you select. You'll know up front exactly what you will receive for fees paid.” — firm_official
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/ellis.g.windle/ (high)
- “Jerry Windle, Private Wealth Advisor in Vestavia, AL” — firm_official
- Value proposition (verbatim) — Every day we deliver future-focused financial solutions that transform lives. Our comprehensive advice helps you focus on the big picture and turn your financial goals into reality. (high)
- “Every day we deliver future-focused financial solutions that transform lives. Our comprehensive advice helps you focus on the big picture and turn your financial goals into reality.” — firm_official
- Differentiators — Lifetime Financial Advice across all life stages based on individual goals, Customized Investment Strategies designed specifically for each client, Relationship-Focused Approach with regular engagement on goals and priorities, Secure Digital Access with security guarantees for anytime account access, 130+ year legacy of Ameriprise Financial (high)
- “Lifetime Financial Advice, Customized Investment Strategies, Relationship-Focused Approach, Secure Digital Access backed by security guarantees, and 130+ year legacy” — firm_official
- Content marketing — occasional (medium)
- “Jerry Windle has published financial insights on artificial intelligence and personal finance, participates in Ameriprise's panels discussing market and economic influences” — firm_official
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/e-jerry-windle-crpc-7945705/ (high)
- “E. Jerry Windle, CRPC - Private Wealth Advisor Chief Executive Officer of Hudson & Windle Private Wealth” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “E. Jerry Windle has an active LinkedIn profile as Chief Executive Officer of Hudson & Windle Private Wealth” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors (2018, 2020-2026), Ameriprise Circle of Success (2005-2025), Ameriprise Diamond Ring Club (2016) (high)
- “Awards & Recognition: Ameriprise Circle of Success (2005-2025), Ameriprise Diamond Ring Club (2016), Forbes Best-in-State Wealth Advisors (2018, 2020-2026)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “No firm-specific logo URLs are present in the page markup; Hudson & Windle Private Wealth uses Ameriprise Financial's corporate branding” — firm_official
- Logo url — https://cdn.ameriprisecontent.com/cds/alwp/advisor/ellis.g.windle/e-jerry-windle_37e4f_400x490.jpg (high)
- “Primary advisor headshot from Ameriprise CDN asset” — firm_official
- Visual brand notes — Ameriprise corporate branding; professional headshots and team photos on Ameriprise CDN; no distinct team-specific visual identity separate from parent firm (high)
- “Hudson & Windle Private Wealth uses Ameriprise Financial's corporate branding with professional photography and CDN-hosted assets” — firm_official
