03/10/2026
News Release --
Jeri Margolis Glazer Earns Ameriprise Client Experience Award.
Rutherfordton, NC – February 20th, 2026 – Jeri Margolis Glazer, CFP®️, financial advisor, has earned the Ameriprise Client Experience Award for 2025. Freedom Financial Management, a financial/private wealth advisory practice of Ameriprise Financial
Jeri Margolis Glazer was honored with this award because of her 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 advisors recognized as leaders for their commitment to making a difference in the lives of their clients.
As a Certified Financial Planner, Glazer provides financial advice that is anchored in a solid understanding of client needs and expectations and is delivered in one-on-one relationships with her clients. For more information, please contact Jeri Margolis Glazer at 704.240.2264 or visit the Ameriprise office at 269 N. Washington St., Rutherfordton, NC 28139.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years1. With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
Contact:
Jeri Margolis Glazer
Bus: 704.240.2264
Office: 828.980.7101
Text: 980.372.4449
[email protected]
https://bit.ly/47Evy79
CA License # 0684538
Freedom Financial Management
Ameriprise Financial Services, LLC
269 N Washington St.
Rutherfordton, N. 28139
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Company founded June 29, 1894
The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®️, CERTIFIED FINANCIAL PLANNER®️, and CFP®️ (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
©️ 2026 Ameriprise Financial, Inc. All rights reserved.
File # AMP3438910.3- (Approved until 01/01/2028)
