Ameriprise’s Kimberlee Orth: When the Whole Family Joins the Business

Kimberlee Orth’s husband and four children all work at her $2.3 billion Ameriprise wealth management practice, but she says she wouldn’t have considered hiring them if they didn’t fit her demanding, client-first culture. “It’s a wonderful business, and I’m not interested in ruining this business because you happen to have some of my DNA,” says Orth, a veteran advisor of 35 years. Speaking with Barron’s Advisor, the head of Wilmington, Del.-based Orth Financial Group explains how she brought those family members aboard without… Welcome to Barron’s Advisor! Our content is free but available only to wealth management professionals. To read this article, please provide the information below so we can confirm that you work in the industry. If you’re not a wealth management professional, you can find other great financial content at barrons.com . If you have any questions, please contact us a advisor.editors@barrons.com

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