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In the News

Longtime ‘aspiration’ realized: Bank advisor goes indie with LPL

Posted by Wendy Leung

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.”

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About Wendy Leung

Senior Consultant – Wendy's goal is simple: To leverage a comprehensive understanding of the industry landscape today and forces that will change it tomorrow, to guide advisors to opportunities where they can achieve long-term success for their business, clients and families. Learn more...

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