LPL Financial announced that financial advisor Francisco J. Blanco has joined LPL Financial’s broker-dealer, RIA, and custodial platforms. Blanco reported having approximately $200 million in advisory, brokerage, and retirement plan assets and joins from JP Morgan Chase.
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Through this move, Blanco merged with Stonebrook Wealth Management, founded in 2019 by fellow JP Morgan veteran Joe Mazzucco. This merger resulted in the formation of Stonebrook Wealth Partners.
Based in Fort Lauderdale, Florida, Blanco offers his clients tailored financial planning and investment strategies. He specializes in retirement planning, tax-efficient investing, and estate investment planning. His approach centers on building lasting relationships, understanding clients’ unique goals, and developing personalized solutions that align with their long-term objectives.
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Often using his extensive network of professionals for the benefit of his clients, Blanco is fully committed to intentionally helping his clients navigate their entire financial journey with confidence and transparency.
After 12 years in financial services, Blanco decided to tap into his entrepreneurial side by partnering with Mazzucco and LPL for the next chapter of his career.
Stonebrook Wealth Partners provides financial guidance, fiduciary investment management, and retirement planning services to individuals, families, and businesses with no sales goals, no proprietary products, and the flexibility to work with many of the world’s largest and most respected asset managers. Along with serving clients, Stonebrook looks forward to being the partner of choice for other financial advisors by offering turn-key business support, including administrative staff, operational resources, marketing, transition consulting, office space, and more.
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“I became an independent financial advisor to remove the glass ceiling. I believe the best way to offer financial guidance is to be free of corporate mandates, sales quotas and limitations. LPL is in the business of supporting independent advisors and provides the technology, autonomy and resources that Stonebrook needs to deliver the best possible experience to my clients.”
“The deeply personal and important decision to merge with Joe followed a year-long due diligence process. Together, our shared mission is rooted in the belief that personalized and independent financial advice is a fundamental need for everyone, and we are passionate about building a firm where both clients and colleagues feel a part of something special.”
“I am thrilled to join forces with Francisco. He is a high-caliber and experienced financial advisor with a passion for helping others. He is dedicated to his craft and will be a great resource to our firm as we build out our team and service experiences.”
“We welcome Francisco to LPL and congratulate him on his move to independence. I’d also like to congratulate Joe on Stonebrook’s continued growth and success. As their strategic partner, we are committed to delivering the support they need to help them run their business seamlessly and add value to their clients. We look forward to supporting Stonebrook Wealth Partners for many years to come.”
- Scott Posner, LPL Executive Vice President, Business Development
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Danh mục: News
