CHARLOTTE, N.C., Jan. 25, 2022 (Globe NEWSWIRE) — LPL Monetary LLC these days declared that monetary advisors Pat Clifford and Tyler Lewis have introduced a new unbiased exercise, Clifford-Lewis Non-public Wealth, by affiliation with LPL Strategic Prosperity Products and services, which is developed to support the distinctive requirements of breakaway advisors. The advisors noted to LPL that they provide about $275 million in advisory, brokerage and retirement approach property.* They sign up for LPL from Wells Fargo Advisors.
Every staff member brings a special history and skillset to the Tyler, Texas-dependent group. Clifford is a former engineer and senior executive in the oil and gasoline field who offers a mixture of expertise, commitment and personalized provider to his consumers. He joined the economical companies business in 2002, teaming up with Director of Organizing Karen Vaughan about 10 a long time in the past. Vaughan, who retains a Chartered Retirement Organizing Counselor designation and has 27 several years of industry knowledge, has produced a passion to support consumers get ready for retirement. Lewis joined the group almost 4 decades ago, bringing knowledge as an advisor and also from the insurance plan and banking industry in which he held positions that enable him understand all the shifting pieces of clients’ financial lives. Rounding out the staff is Director of Consumer Relations Sherryl Miles, a 16 calendar year field veteran who also joined the crew four a long time in the past.
“We’ve built a team that is deeply fully commited to serving our shoppers. We get it seriously when we convey to them, ‘We’re below for you.’ It is not a slogan. It’s an intentional route that we stroll each working day to help purchasers regulate their portfolio, build prosperity and system for a additional secure economic upcoming,” Clifford stated.
The crew is also committed to consistently evolving their observe. Which is what led them to LPL. “We raise the bar each and every 12 months and hope to always get far better. But we were being starting to sense a little bit constrained, and identified our workforce didn’t fit into any one particular box,” Vaughan mentioned. “In purchase to achieve a bigger stage of excellence and excel in locations we’re passionate about, such as economical arranging, we wanted to be unbiased.”
Movie: Satisfy the Clifford-Lewis staff
LPL Strategic Wealth Solutions is the ‘ideal fit’
In their look for for a new husband or wife, LPL Strategic Wealth Companies stood out as the “ideal fit” for the future of their exercise, Lewis explained. “We take pleasure in that we own the organization and have handle about each determination, but we have a wonderful Strategic Prosperity Services crew supporting us, enabling us to concentration on our purchasers and expend time performing what we like,” Lewis said.
In addition to leveraging LPL’s integrated wealth management platform and refined assets essential to run a thriving exercise, the LPL Strategic Wealth Expert services model delivers ongoing, personalised guidance for everyday operations and lengthy-phrase business administration. Early in the journey, Strategic Wealth Products and services bridges the changeover to independence by supplying the staff with devoted aid and providers to launch their follow, including real estate develop out, manufacturer advancement, technological know-how setup and HR guidance. After the transition is full, the value shifts to the ongoing strategic, administrative, internet marketing and CFO aid that makes it possible for advisors to stay targeted on the enduring wants of their shoppers, society and evolution of their exercise.
“Every final decision we make, like this one about joining LPL, arrives down to what is in the finest curiosity of our consumers,” Clifford mentioned. “We genuinely consider that with this shift, run by the assist from LPL Strategic Prosperity Companies, we can do some issues to definitely revolutionize financial suggestions for our shoppers.”
Outdoors of get the job done, Lewis is a previous skydiving mentor who has held his pilot’s license because 2012. He is a deacon at his church and also actively involved in the Smith Place A&M club. Vaughan, a mom of eight, is active in her church and volunteers with the Three Strands Ministry which is devoted to strengthening marriages. Clifford, an expert marathon runner, has served on the board of The Brook Hill Faculty and as a trustee for The College of the Ozarks. He’s also a member of the Masons and the Shriners.
Scott Posner, LPL government vice president, Company Growth, stated, “We welcome Pat, Tyler and their team to the LPL neighborhood and congratulate them on the start of their new impartial practice. We are committed to offering individualized help for just about every action of their journey as they develop their small business on their possess terms, evolve with the market and provide far more price to customers. At LPL, we deliver supreme option and flexibility in how advisors make their best apply. We are a associate for the prolonged run, making investments in ground breaking capabilities and robust company sources made to enable advisors thrive. We glimpse ahead to a lengthy and interesting partnership with Clifford-Lewis Personal Prosperity.”
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About LPL Financial:
LPL Monetary (Nasdaq: LPLA) was established on the theory that the business need to function for the advisor, and not the other way all-around. Nowadays, LPL is a chief** in the markets we provide, supporting far more than 19,000 economical advisors, 800 institution-based financial commitment courses and 450 unbiased RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Us citizens should have accessibility to personalized guidance from a money advisor. At LPL, independence signifies that advisors have the freedom they deserve to pick out the company model, services, and technological innovation sources that allow them to operate their fantastic exercise. And they have the freedom to handle their client associations, because they know their consumers greatest. Merely place, we consider care of our advisors, so they can acquire treatment of their customers.
* Price approximated primarily based on asset and keeping details provided to LPL from the calendar year 2021
** Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Seller in the U.S (Based mostly on total revenues, Financial Preparing journal 1996-2021) No. 1 company of third-party brokerage products and services to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Study & Consulting Annual TPM Report) Fortune 500 Organization as of June 2021
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Through this communication, the conditions “financial advisors” and “advisors” are utilized to refer to registered representatives and/or financial commitment advisor associates affiliated with LPL Economic LLC. We routinely disclose information and facts that may well be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our website.
Clifford-Lewis Private Wealth and LPL Fiscal are independent entities.
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