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25. Joseph Cappello
Bank: ESL Federal Credit Union
TPM: LPL Financial
Location: Rochester, New York
2017 AUM: $117.7 million
2016 AUM: $98.7 million
2017 Production: $987,000
2016 Production: $713,000
Years in industry: 18

The wealth manager for ESL Investment Services, Joseph Cappello works exclusively with high-net-worth individuals, business owners and corporations. His average account size is over $1 million and approximately 86% of his business is fee-based, with the remainder being mostly an insurance-based business. He also works as an employee retirement plan advisor and business succession advisor for his business clients and holds various professional designations. He develops close relationships with his clients through review appointments every three months and client appreciation events. Hand-signed birthday cards add a nice touch, too.


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