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March 10, 2022

Christiana Lovelace, AAMS® Leaves Edward Jones To Open Diamond Pointe Financial In Hickory, North Carolina

March 10, 2022 HICKORY, NC – Winthrop & Co. formally announces Mrs. Christiana Lovelace, AAMSⓇ has opened an independent financial firm Diamond Pointe Financial, a subsidiary of LPL Financial, one of the largest independent broker-dealers in the country. Christiana has built an impressive niche portfolio due to the unique nature of furniture manufacturing in Northwest

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January 26, 2022 0 Comments

Boston Based Claro Advisors Welcomes Brandon P. Fink, CFP® to Advisory Team

January 14, 2022 BOSTON, MA – Winthrop & Co. announces Brandon P. Fink, CFP® has transitioned his practice to Claro Advisors, LLC, an independent, Fee-Only, Registered Investment Advisor with the U.S. Securities and Exchange Commission (“SEC”) based in Boston, Massachusetts. Brandon joins a diverse team of 13 financial advisors, bringing with him a vast book

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