Page 13 - North Haven Magazine Issue 25 Autumn 2022

Jeff Jolly Honored As A
Best-in-State Next-Generation

Wealth Advisor by Forbes Magazine

North Haven, CT – August
3, 2022 – Jeff Jolly, CFP® a
financial advisor with Amer-
iprise Financial in North
Haven, was named to the
W list of “Forbes Best-in-State
Next-Generation Wealth Ad-
visors” published by Forbes
Magazine. The list recog-
nizes “next-generation” fi-
nancial advisors who have
demonstrated high levels
of ethical standards, profes-
sionalism and success in the
business.

The rankings are based on data provided by over
29,000 of the nation’s most productive advisors. Jolly
was chosen based on assets under management, in-
dustry experience, regulatory and compliance record
and revenue produced for his firm.
Jolly is part of Root, Borajkiewicz, Lucarelli Wealth Ad-
visors a private wealth advisory practice of Ameriprise
Financial Services, LLC. Jolly graduated University of
New Haven with a degree in Business Administration.

As a financial advisor, Jolly provides financial advice
that is anchored in a solid understanding of client
needs and expectations and provided in one-on-one
relationships with his clients. Jolly has 17 years of expe-
rience in the financial services industry.

"I'm proud to have been named a Forbes Best-
in-State Next-Generation Advisor in 2022 and
2019. While this is an exciting honor, helping
my clients achieve their financial goals is the
greatest reward." - Jeff Jolly

Contact Jeff Jolly at 203-407-8188 x 330 or visit the
Ameriprise office at 250 State St, Unit E-1 North
Haven, CT 06473

About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about
their financial future for more than 125 years. With extensive advisory, asset
management and insurance capabilities and a nationwide network of ap-
proximately 10,000 financial advisors, we have the strength and expertise to
serve the full range of individual and institutional investors' financial needs.
For more information, visit ameriprise.com or Jeff Jolly, Financial Advisor in
North Haven, CT (ameripriseadvisors.com)

NorthHavenMag.com 13