Worcester, MA-based Financial Advisors have Transitioned from Wells Fargo Employee Channel
Financial Advisor magazine asked Sarah Berry and Michael Machnowski to respond for comment regarding the decision to go independent, while maintaining some tie with Wells Fargo. The Berry Group has engaged TradePMR for technology and custodial support. Wells Fargo Clearing Service, LLC will provide securities execution and brokerage clearance services under the trade name First Clearing. While The Berry Group enjoyed their employee-based time with Wells Fargo Advisors, we wanted to become fully independent for all the great reasons people become entrepreneurs and business owners. Now we’ll be able to hire the way we want; to build our culture the way we want; to use the technology we want; and to serve our clients the way we want.
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