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Press ReleaseFiled January 14, 20211 min read

Robert Surprenant Leaves Santander to Join Commonwealth Financial Network in Warwick, Rhode Island

Financial advisor Robert Surprenant has departed Santander Securities after nearly a decade to join Commonwealth Financial Network, bringing his Rhode Island practice to full independence.

Filed by Winthrop & Co.

WARWICK, RIWinthrop & Co. is proud to formally announce that Robert Surprenant has joined Commonwealth Financial Network, moving his practice to independence in Warwick, Rhode Island.

Robert spent nearly a decade at Santander Securities in Providence, building a practice serving families and individuals across Rhode Island. His move to Commonwealth gives that practice an independent foundation: ownership of the client relationships, open-architecture investments, and the freedom to run the business around his clients rather than around a bank platform.

Commonwealth Financial Network has long been regarded as one of the premier destinations for advisors seeking independence, known for its service culture, technology, and consistently top-ranked advisor satisfaction. For bank-channel advisors in particular, the contrast is meaningful: the relationships an advisor spends years building become a practice he genuinely owns.

Winthrop & Co. worked with Robert through his evaluation and transition, from the initial confidential conversation through his first day of independence. 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

January 14, 2021

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