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Press ReleaseFiled December 15, 20221 min read

Joe Faxio Leaves Prudential to Join Equitable Advisors in Decatur, Georgia

Atlanta-area financial advisor Joe Faxio has departed Prudential to join Equitable Advisors, continuing his practice in Decatur, Georgia.

Filed by Winthrop & Co.

DECATUR, GAWinthrop & Co. is proud to formally announce that Joe Faxio has joined Equitable Advisors, continuing his practice in Decatur and serving clients across the greater Atlanta area.

Joe spent the previous three and a half years at Prudential in Atlanta, and before that served clients at Morgan Stanley, building a planning-centered practice for families and professionals across the metro area. His move to Equitable Advisors pairs that practice with a platform built around holistic planning: broader investment architecture, established insurance and retirement capabilities, and the flexibility to serve clients across their whole financial picture.

Equitable Advisors has been a consistent destination for planning-driven advisors, combining the resources of a major national firm with a culture centered on long-term client relationships. For advisors whose practices are built on protection and retirement planning as much as investments, the fit is natural.

Winthrop & Co. worked with Joe through his evaluation and transition, from the initial confidential conversation through his first day. As with every placement, the process was run quietly, on his timeline, and at no cost to him.

Winthrop & Co. is an independent consulting and advisor placement firm serving financial advisors nationwide. We represent the advisor, never the firm, across wirehouse, regional, independent broker-dealer, and RIA channels. Advisors exploring their options can request an introduction in complete confidence.

Filed

December 15, 2022

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