Former $300m Wells Fargo team launches wealth firm in Missouri

Pedro Gonçalves
clock • 1 min read

A team that previously managed $300mn broke away from Wells Fargo to go independent with Dynasty Financial Partners. Advisor Chuck Cooper and his team left the wirehouse Aug. 23 to launch a new practice, StrongBox Wealth based in Lee's Summit, Missouri. Cooper previously acted as managing director for Cooper Wealth Management Group and a producing branch manager for Wells Fargo in the same state. The new firm is staffed by Chuck Cooper, Jon Garlow, and Kathy Postoak. Garlow was the vice president - investment officer at Cooper Wealth. Postoak was also part of the Cooper Wealth team...

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