CHARLOTTE, N.C., Jan. 25, 2022 (World NEWSWIRE) — LPL Economic LLC currently introduced that monetary advisors Pat Clifford and Tyler Lewis have launched a new unbiased apply, Clifford-Lewis Private Prosperity, as a result of affiliation with LPL Strategic Prosperity Providers, which is created to aid the unique needs of breakaway advisors. The advisors described to LPL that they serve around $275 million in advisory, brokerage and retirement prepare belongings.* They be a part of LPL from Wells Fargo Advisors.
Each individual workforce member delivers a one of a kind history and skillset to the Tyler, Texas-dependent group. Clifford is a previous engineer and senior government in the oil and fuel business who gives a mixture of knowledge, commitment and personal service to his purchasers. He joined the financial companies field in 2002, teaming up with Director of Scheduling Karen Vaughan about 10 decades back. Vaughan, who retains a Chartered Retirement Scheduling Counselor designation and has 27 decades of marketplace working experience, has designed a passion to assistance customers prepare for retirement. Lewis joined the workforce almost four several years in the past, bringing encounter as an advisor and also from the insurance coverage and banking business the place he held positions that enable him understand all the relocating parts of clients’ fiscal lives. Rounding out the group is Director of Client Relations Sherryl Miles, a 16 calendar year sector veteran who also joined the team four yrs back.
“We’ve created a team that is deeply fully commited to serving our clients. We just take it severely when we notify them, ‘We’re right here for you.’ It’s not a slogan. It’s an intentional path that we walk each individual day to enable clients take care of their portfolio, construct prosperity and prepare for a far more safe money long run,” Clifford said.
The workforce is also committed to frequently evolving their exercise. That’s what led them to LPL. “We increase the bar every calendar year and assume to always get greater. But we have been setting up to feel a bit constrained, and recognized our team didn’t in good shape into any one box,” Vaughan claimed. “In buy to arrive at a larger amount of excellence and excel in areas we’re passionate about, such as money organizing, we desired to be impartial.”
Video: Meet the Clifford-Lewis staff
LPL Strategic Wealth Solutions is the ‘ideal fit’
In their research for a new partner, LPL Strategic Wealth Solutions stood out as the “ideal fit” for the long run of their exercise, Lewis claimed. “We value that we personal the business enterprise and have control more than each final decision, but we have a excellent Strategic Prosperity Services team supporting us, enabling us to emphasis on our customers and commit time accomplishing what we like,” Lewis reported.
In addition to leveraging LPL’s built-in wealth administration platform and subtle assets desired to run a thriving exercise, the LPL Strategic Wealth Products and services product delivers ongoing, customized support for every day functions and extended-phrase business management. Early in the journey, Strategic Wealth Providers bridges the changeover to independence by furnishing the team with committed assistance and companies to launch their observe, which includes genuine estate make out, brand name improvement, know-how setup and HR assist. When the transition is comprehensive, the benefit shifts to the ongoing strategic, administrative, advertising and CFO help that allows advisors to remain centered on the enduring desires of their customers, society and evolution of their apply.
“Every selection we make, together with this one about becoming a member of LPL, comes down to what’s in the greatest curiosity of our clientele,” Clifford reported. “We really feel that with this shift, powered by the assist from LPL Strategic Prosperity Products and services, we can do some matters to truly revolutionize fiscal advice for our clients.”
Outdoors of do the job, Lewis is a former skydiving mentor who has held his pilot’s license since 2012. He is a deacon at his church and also actively involved in the Smith Country A&M club. Vaughan, a mom of eight, is energetic in her church and volunteers with the 3 Strands Ministry which is committed to strengthening marriages. Clifford, an experienced marathon runner, has served on the board of The Brook Hill College and as a trustee for The College of the Ozarks. He’s also a member of the Masons and the Shriners.
Scott Posner, LPL executive vice president, Company Advancement, explained, “We welcome Pat, Tyler and their group to the LPL neighborhood and congratulate them on the start of their new independent apply. We are dedicated to providing individualized guidance for every phase of their journey as they increase their small business on their have conditions, evolve with the field and provide a lot more benefit to shoppers. At LPL, we provide final option and adaptability in how advisors build their fantastic follow. We are a associate for the very long operate, producing investments in impressive capabilities and sturdy business enterprise methods developed to aid advisors prosper. We look forward to a long and interesting marriage with Clifford-Lewis Non-public Wealth.”
Far more on Clifford-Lewis Non-public Prosperity.
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About LPL Financial:
LPL Economical (Nasdaq: LPLA) was launched on the basic principle that the agency should operate for the advisor, and not the other way around. Nowadays, LPL is a chief** in the marketplaces we serve, supporting much more than 19,000 money advisors, 800 institution-based mostly investment decision programs and 450 independent RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that Us citizens should have access to personalised guidance from a fiscal advisor. At LPL, independence means that advisors have the freedom they have earned to decide on the small business product, services, and know-how resources that enable them to run their fantastic observe. And they have the flexibility to take care of their customer interactions, since they know their purchasers best. Basically place, we acquire care of our advisors, so they can acquire care of their purchasers.
* Value approximated dependent on asset and holding facts supplied to LPL from the yr 2021
** Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Dealer in the U.S (Based on total revenues, Financial Scheduling magazine 1996-2021) No. 1 supplier of third-bash brokerage solutions to banking institutions and credit history unions (2020-2021 Kehrer Bielan Analysis & Consulting Once-a-year TPM Report) Fortune 500 Corporation as of June 2021
Securities and advisory services presented via LPL Money LLC, an SEC-registered broker-dealer and financial commitment advisor. Member FINRA/SIPC.
In the course of this conversation, the phrases “financial advisors” and “advisors” are utilised to refer to registered reps and/or investment advisor associates affiliated with LPL Money LLC. We routinely disclose details that could be important to shareholders in the “Investor Relations” or “Press Releases” area of our web site.
Clifford-Lewis Non-public Prosperity and LPL Money are independent entities.
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