Joseph N. Mazzucco

President | Wealth Advisor
joe@stonebrookwealth.com
914-821-5650

Joe Mazzucco Recognized as One of LPL Financial's Top Financial Advisors 

Read the press releases below:

2024 – Joe Mazzucco Joins LPL Financial's Ascent Club

2023 – Joe Mazzucco joins LPL Financial’s Freedom Club

 

Joe is the Founder and President of Stonebrook Wealth Management. Joe founded Stonebrook to provide independent and personalized financial guidance, investment management, and retirement planning to his clients based on research and principles of behavioral finance. He provides investment and retirement advice to individuals, families, corporate executives, medical professionals, small business owners, and retirees. As a Registered Investment Advisor, Joe serves as a Fiduciary in all advisory relationships.

In his 20-year career, Joe has served in multiple capacities in the financial industry, leading to seasoned knowledge, experience, and an in depth understanding of the global financial markets. Most notably, Joe has served as Vice President at two leading global investment banks and financial services companies.

Joe has a highly personalized approach with his clients. He is dedicated to their financial well-being and takes pride in simplifying complex situations and concepts. He empowers his clients with the knowledge and guidance they need to help them make informed and educated financial decisions.

Joe is a passionate and vocal advocate for the consumer investor and has actively worked to help bring investors more choice and transparency. In addition to helping his clients, Joe has been a sought-after mentor for other financial professionals and has been involved in the training and mentoring of both new and veteran financial advisors at multiple banks and financial services companies.

Joe graduated Fordham University’s Gabelli School of Business where he earned his Bachelor of Science degree in Business Administration with concentrations in Finance and Economics. He holds FINRA Series 7 and 65 securities licenses with LPL Financial as well as various state insurance licenses.

When Joe’s not at the office, he is spending time with his friends and family, and enjoying outdoor activities including cycling, golfing, and hiking.

Brandon Vance

Wealth Advisor | Client Relationship Manager
brandon@stonebrookwealth.com
561-275-5650

Brandon Vance is a Wealth Advisor and Client Relationship Manager at Stonebrook’s office in Boca Raton, Florida. He works with a diverse group of clientele that includes individuals, families, and businesses. His hands-on approach is different from that of the traditional financial advisor. Brandon places a strong emphasis on financial education as he enjoys teaching his clients about the ever-changing investment landscape.

In addition to advising his clients, Brandon manages day-to-day operations at Stonebrook. Brandon also leads the firm’s strategic partnership initiative. This program establishes relationships between Stonebrook and other business professionals including accountants, attorneys, recruiting firms, mortgage brokers, and realtors, for the mutual benefit of our respective clientele.

Brandon went to Florida State University where he studied Business and Economics and graduated cum laude with his Bachelor of Science degree. Brandon holds FINRA Series 7 and Series 66 securities licenses with LPL Financial as well as various state insurance licenses.

A New York native, Brandon moved to Palm Beach County in 2019. Brandon is a huge sports fan, and enjoys the beach, playing with his dog Jax, and spending time with his family and friends.

Megan Fennie

Marketing Consultant

As a seasoned marketing communications professional, Megan develops and executes marketing strategies to help advisors grow their businesses. Throughout her career, she has developed digital marketing plans and collateral for a variety of industries and business owners with a focus in email marketing campaigns and, provided brand guidance. Megan is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices.

Investment Advisory Committee

 

Stonebrook’s Investment Committee is led by Joe Mazzucco and consists of five independent LPL Financial advisors with approximately $500 million of assets under management. The Committee serves in a fiduciary capacity on all advisory relationships, and oversees investment selection, portfolio construction, model rebalancing, and the asset allocation framework for our portfolios. The Committee holds frequent meetings with portfolio managers, economists, and analysts at asset managers including Goldman Sachs, Blackrock, and Fidelity. This collaborative approach, structure, and process is similarly employed by pension and endowment funds.