October 14, 2019
By Tobias Salinger
A financial advisor who bolted from JPMorgan Chase Bank says many in the bank channel hesitate to go independent from their longtime branches and well-known brands.
“It’s really important that bank channel advisors know that they have the ability to do so. They just have to be honest with themselves about their practice,” says Joseph Mazzucco, who just launched Purchase, New York-based Stonebrook Wealth Management.
“When you have a skilled experienced advisor that genuinely cares about his or her clients,” he adds, “it’s much more about the individual than it is the name behind them.”
