Sean Russell and Philip Giammarino, who managed $325 million at UBS, have gone independent and joined Coastline Wealth Management, an affiliate of Kestra Financial.
Russell and Giammarino, who brought with them Jean Kunkel, their client service manager, will work from Coastline’s offices in Port Jefferson, N.Y.
Working as a team at UBS for eight years, Russell and Giammarino were previously affiliated with Wells Fargo Advisors and Prudential Securities.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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