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Seven Bridges Wealth Advisors is expanding its geographic footprint with a new office in Saratoga Springs, New York, staffed by Jon Connell, a private wealth advisor who previously managed approximately $165 million in client assets at Edward Jones.
The White Plains-based independent wealth management firm said Connell's move is designed to improve the client experience for the households he serves.
What "Independent" Means in This Context Independence, in the wealth management industry, refers to an advisor operating outside a large wirehouse or captive brokerage.
At a captive firm, advisors may face limits on which products they can recommend and how they structure client relationships.
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