Winthrop & Co.

Big congratulations to Joe on making the move to Independence! After 35 years in the Wirehouse/Regional space, Joe took the leap to become a business owner, gaining full control of his practice with BAR Financial, LLC & Cetera Advisor Networks LLC. It was an absolute pleasure working with him throughout this transition, and I couldn’t be more excited to see what the future holds. This move wasn’t just about a new firm. It was about freedom, ownership, and aligning his business with his long-term vision with the right tools and support to thrive with the right partner. Congrats again, Joe! Wishing you all the success in this next chapter, and thank you for trusting us to help make your vision a reality. Joe Evans Tim Petrovich Gregory Brackett https://www.evanswm.com/

??????????????????, ???? – ?? ???????????????? ???????? ???? ?????????? ???? ???????????????????? ???????? ?????? ?????????????????? ???????? ???????????? ??????????, ?????????? – ???????????????? $???????? ???? ???????????? ?? Lucas Decker, CFP?, Kevin Lewis, CFP?, CEPA?, and Seth Miller, CFP?, CEPA? bring a combined ???? ?????????? ???? ???????????????????? from Edward Jones, while James E. Larsen, CFP? transitions after ???? ?????????? at Wells Fargo to Carnegie Private Wealth, an LPL Financial Strategic Wealth Services affiliate. ?? ?????? ???????? ???????? ???????? ?????????? ??????? ?? ???????????? ?????????? ???????????????? ???????????????? ?????????????????? ?????? ?????????????????????????? – The fact that three long-tenured advisors left speaks volumes about the shifting landscape. ?? ??????’?? ?????????????????? ???????????? ???????????????? ?????????????????? ???? ?????????? – Carnegie Private Wealth, founded by ex-Wells Fargo advisors, now welcomes a team with deep Edward Jones roots, proving LPL’s appeal beyond just wirehouse breakaways. ?? ??????’?? ???????????????????? ???????????????? ???? ???????????????????? – The firm just added a $??.???? ?????? ?????????????? ??????, further strengthening its position as a top destination for independent-minded advisors. As Larsen puts it: "?????????????? ???????? ???????? ???????????? ???? ???? ?????????????????????? ???????? ???????????????? ?????? ?????????? ???? ???????????????????? ???? ???????????????????? ?????????????????? ????????????????????… ?????????? ???????????????? ???????????????? ?????????????????? ?????? ?????????? ???? ???????????????? ???????????????????????? ?????????????????????????? ?????? ???? ???? ???????????????? ???? ?????????????? ???? ??????????????’ ?????????? ???????????? ??????????????." Winthrop & Co. ?? #FinancialAdvisors #AdvisorTransition #LPL #WealthManagement #Independence #StrategicWealth #FinancialPlanning #EdwardJones

$?? ?????????????? ?????????????? ?????????? ???????? ?????????? ?????????????????????? ???? ??????????????, ????! ?? Big congrats to Christopher DiMedio, CRPC? and his 16-person team for making the move to Rockefeller Capital Management Global Family Office from Merrill Lynch! Generating $11 million in annual revenue and managing $2 billion in assets, DiMedio and his team are embracing new opportunities for growth and independence in the wealthy Philadelphia suburb. According to AdvisorHub, Rockefeller continues its aggressive expansion, steadily adding teams since 2018, with plans to bring in two or three more groups in the Newtown area. Some early Rockefeller teams have already “doubled or tripled revenue,” making this an exciting time for DiMedio and his group. Congrats to the entire team! Winthrop & Co. ?? #WealthManagement #AdvisorTransition #RockefellerGlobal #FinancialAdvisors #MerrillLynch

?????????????? ?????????????? ?????????????? ???????????? ????????????????????: ?? ???????????????????? ?????? ?????? ?????? ?????? ?? Market downturns test not just portfolios—but client confidence. Advisors who step up in uncertain times build stronger relationships and long-term loyalty. ?? ????????-?????????????????????? ???????? ???????????????????????? Silence breeds fear. A 2021 Schwab study found that ????% ???? ?????????????????? feel more confident when their advisor communicates frequently during volatility. Be proactive with calls, emails, or quick video updates. Keep it simple: "????????’?? ????????’?? ??????????????????, ????????’?? ???????? ????’???? ??????????, ?????? ????????’?? ?????? ??????’???? ?????????? ???? ??????????." ?? ?????????????? ???????????? ???? ????????-???????? ?????????????????????????? Behavioral finance shows clients fixate on short-term losses. Your job? Shift their focus. The S&P 500 has averaged a 14% annualized return post-downturns since 1950—historical context helps clients stay the course. "?????????????? ??????, ?????? ???????? ???????? ??????????????—??????’?? ???????? ???? ?????????? ???? ?????? ???????????????? ?????? ?????? ?????? ??????????????." ?? ?????????????????? ???????????????????? ???????? ???????????????????????? Traditional stock/bond portfolios may not be enough in 2025’s market climate. Alternative investments like REITs, private equity, or commodities can help hedge volatility. Advisors who pivoted to alternatives in 2022 saw less client churn—now could be the time to reassess. "??????’?? ?????????????? ?????????????? ???????? ?????????? ???? ?????????????????????? ???? ?????????????? ???????? ??????????????????’?? ????????." Navigating volatility isn’t just about managing investments—it’s about managing emotions. The advisors who guide clients through uncertainty today will be the ones they trust tomorrow. Winthrop & Co. ?? #FinancialAdvisors #WealthManagement #MarketVolatility #ClientRelationships #InvestmentStrategies

Seven years ago, my best friend Robert Noe, Jr. and I took a leap of faith and started our recruiting firm Winthrop & Co.. What began as two former UMass Lowell baseball teammates—me, a pitcher, and him, my catcher—turned into a business built on trust, teamwork, and a shared vision. There were late nights, tough losses, and moments when the road ahead felt uncertain. We faced setbacks, learned hard lessons, and put in the work every single day. But through it all, we kept pushing forward, believing in our mission. To our independent broker-dealers and RIAs, thank you for trusting us to help you grow. And to the incredible financial advisors we’ve placed, we appreciate the opportunity to support you in your journey to independence. This milestone wouldn’t be possible without you all. Here’s to many more years of making the right connections! #Gratitude #7Years #FinancialAdvisors #BrokerDealers #Recruiting #Teamwork

?????? ????????????????: ?? ???????????????? ??????????????????—???????????????????????? ?????????????? ?????? ???????? UBS has been making major moves in an effort to reshape its U.S. wealth business, and the numbers tell an interesting story ?? ?? ?????? ?????????????????? ???????????????? ???????? ??,?????? ???? ??,?????? ???? ????????, and industry data suggests that trend may continue. (Financial Planning, 2/4/25) ?? ???????????????????????? ?????????????????????? include reductions in teaming bonuses and grid payouts down 2-4% for certain producers. (AdvisorHub, 11/21/24) ? ???????????????????? ???????????????? ???? ?????????????? ????. The SEC’s latest rule changes are poised to hit wirehouses hardest, bringing heightened compliance costs and operational strain at a time when many advisors are already feeling stretched thin. With the industry shifting rapidly, it’s more important than ever for advisors to stay informed, know their options, and plan strategically. Winthrop & Co. ??

Commonwealth Financial Network?has been a premier Independent Broker-Dealer for a wide variety of advisors we work with here at?Winthrop & Co.? From Regional Firms like?Edward Jones to wirehouses, & other Independent BDs, Commonwealth has proven to be a sought-after landing spot. For an Independent BD, Commonwealth has a breadth of unique internal resources as well that have proven to be a strong asset to help grow & support your Independent business. In addition, the firm has one of the highest average producer levels (North of $1MM+) in the industry.

???????????? ??????????????, ???? — Please join us in congratulating Joseph Evans to Cetera Advisors LLC! Joseph is a trusted advisor supporting C-suite executives, retirees, widows-widowers, business owners, engineers, and multi generational families. Wishing you continued success in this next chapter! Corey Pond | Winthrop & Co. ?? #FinancialPlanning #WealthManagement #FinancialAdvisor #Independence #CeteraAdvisors