The investment program for ESL Federal Credit Union, which Iacobelli helped launch in 1997, aims at middle income to upscale investors as a primary market. His goal is to offer services ranging from basic needs of the "emerging investor," all the way to the more complex needs of the affluent/upscale investor. He points to low rep turnover and high client loyalty.

Bank/TPM: ESL Federal Credit Union/ LPL Financial

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