2.0
Apr 6, 2026
Former employee, more than 3 years
Atlanta, GA
Recommend
CEO approval
Business Outlook
Pros
Pretty good work moment, my boss was OK. He was OK to be a bank I guess.
Cons
Subpar products and strange Advisor goals. The company always tries to save a buck on behalf of their customers, they got sued for putting money market funds in their Advisor program in 0% yielding account accounts. While charging a management fee… high turnover for good advisors as well as bankers.