Without Winthrop & Co. i’d be helpless. They found me a job and got me sorted out quickly with everything! Can’t quite believe the service level that they offer!
Garrett, CFP
Wow just Wow! Winthrop & Co. is an excellent service that offers personal one to one help finding a job and they know how to please, i’d use them again!
Will, General Agent
If I didn’t find Winthrop & Co. I’m pretty sure i’d be no where, they helped me find a job in less than 30 days and the job is amazing! Amazing service!
Claire, Managing Director
Excellent service offering a personal touch, if I had an issue they were no longer than a phone call away and were always quick to respond.
Lauren, Financial Advisor
A UBS Wealth Management USA team producing $18 million in annual revenue and led by a top-ranked broker in Birmingham, Alabama left the wirehouse to launch its own registered investment advisory firm, according to a source familiar with the move and registration records. The group, led by Tony R. Smith, who ranked third on Forbes’
Edward Jones & Co’s broker count slipped for the third sequential quarter as the firm warned that the trend will likely persist as it experiments with new growth strategies and tweaks to its model. The St. Louis-based brokerage had 18,829 financial advisors as of Sept. 24, down about 2.7% from 19,342 last year, according to
A Maryland broker who started his career at Merrill Lynch in 2006 has shed his wirehouse jersey to launch an independent practice with Raymond James Financial Services. Nathan S. Harris, a perennial Forbes “best-in-state” advisor since 2018, is calling his new practice Covenant Capital. He had been managing $597 million, according to Forbes magazine, which
