Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services

CHARLOTTE, N.C., March 07, 2022 (World NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) today announced that financial advisors Richard DeYoung and Jessica Boehm have launched a new unbiased practice, Highland Prosperity Associates, by means of affiliation with LPL Strategic Prosperity Solutions, a platform developed to support the distinctive requirements of breakaway advisors. DeYoung and Boehm documented to LPL that they served close to $280 million in advisory, brokerage and retirement strategy property.* They sign up for from Wells Fargo Advisors.

The seasoned advisors fulfilled four many years back, placing up an speedy friendship and partnership, each individual recognizing they deliver unique strengths to the staff. DeYoung has 40 years of sector working experience, starting up as an intern in the finance office of his alma mater, Stephen F. Austin Condition University, before shifting to a job as an advisor. Boehm started doing the job as a receptionist in her father’s expenditure scheduling company. She turned fascinated with investing and obtaining approaches to expand clients’ wealth, later on becoming a member of the agency as a money advisor though pursuing an economics degree at the College of Houston.

The two advisors have a enthusiasm for expenditure organizing and furnishing a large level of fingers-on, personalized prosperity management products and services. With administrative help from Debbie Gregori and Cindy Binn, the team acts as a “financial quarterback” to aid provide their clients’ comprehensive economical wants. They take care of property for people, trusts, non-profit organizations and companies.

Searching for far more flexibility and the means to work their enterprise on their very own conditions, DeYoung and Boehm selected to start their independent observe in The Woodlands, Texas. “In naming our practice, we selected ‘Highland’ for the reason that it definitely matches with our vision of elevating the economic arranging expertise. We want to proceed to raise the bar for ourselves and present our clientele with elevated, personalized service activities,” Boehm mentioned.

Online video: Meet up with Richard and Jessica

“After cautious research, we selected LPL Economical due to the fact of its deep determination to supporting our agency, and in turn, our clients,” DeYoung mentioned. “It was vital for us to be with a spouse that prioritized our clients’ needs and passions higher than everything else. LPL’s thorough aid, technologies and study, along with their transparency as a publicly traded company and dedication to independence and alternative, will allow us to supply shoppers with a vast variety of diligently evaluated, non-proprietary financial commitment goods.”

Customized support from LPL Strategic Prosperity Solutions
The Highland staff chose to join LPL Strategic Wealth Companies for the added layer of personalised guidance and assets. Not only do Strategic Prosperity advisors have accessibility to LPL’s built-in prosperity management system, they also reward from focused assistance for each day operations and prolonged-term business enterprise administration. Teams are furnished with award-successful*** transition assistance right from the start, as nicely as ongoing strategic, administrative, internet marketing and CFO guidance that enables advisors to stay centered on the enduring wants of their purchasers, society and evolution of their apply. “With Strategic Wealth Expert services, every little thing is already constructed in and we’re not on our personal. This way, we can target on what we do ideal and take pleasure in getting advisors,” Boehm explained.

It was also significant for the workforce to be ready to eliminate expenditure minimums, as properly as present increased technologies and setting up equipment. “The transfer will allow us the best capability to offer you our clients a lot far more of our attention and get the job done in the best ability to assistance serve their monetary requires,” DeYoung claimed.

Scott Posner, LPL govt vice president, Enterprise Improvement, explained, “It is an honor to welcome Richard and Jess to the LPL neighborhood. We congratulate them on the launch of their new independent follow and are deeply dedicated to supporting them together just about every step of this thrilling new journey. The LPL Strategic Wealth Solutions platform empowers advisors to improve their organization on their possess phrases, backed by progressive technologies, robust business remedies and a devoted staff to assistance their technique and vision. We seem ahead to assisting the Highlands workforce elevate their clients’ activities and are optimistic for what the upcoming holds with this terrific team.”

Understand additional at https://www.highlandwealthpartners.com/

Advisors, locate an LPL small business advancement representative near you.

About LPL Fiscal:
LPL Monetary (Nasdaq: LPLA) was launched on the basic principle that the company should really work for the advisor, and not the other way all over. Nowadays, LPL is a leader in the marketplaces we provide,** supporting virtually 20,000 fiscal advisors, and approximately 800 establishment-dependent expense plans and 500 independent RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that Us residents are entitled to accessibility to personalized steerage from a monetary advisor. At LPL, independence suggests that advisors have the freedom they are entitled to to choose the small business design, products and services, and engineering assets that allow for them to operate their excellent apply. And they have the freedom to handle their client interactions, because they know their purchasers greatest. Simply just put, we take care of our advisors, so they can consider treatment of their purchasers.

* Worth approximated primarily based on asset and keeping particulars provided to LPL from the 12 months 2021

**Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Seller in the U.S. (Centered on whole revenues, Economic Scheduling magazine 1996-2021) No. 1 company of third-social gathering brokerage companies to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Study & Consulting Yearly TPM Report) Fortune 500 Enterprise as of June 2021. LPL and its affiliated providers provide fiscal providers only from the United States.

*** 2021 WealthManagement.com Award Winner, Custodian- Transition Help

Securities and advisory products and services made available through LPL Monetary LLC, an SEC-registered broker-dealer and investment decision advisor. Member FINRA/SIPC. 

Through this conversation, the conditions “financial advisors” and “advisors” are applied to refer to registered associates and/or expenditure advisor reps affiliated with LPL Fiscal LLC. We routinely disclose details that might be significant to shareholders in the “Investor Relations” or “Press Releases” section of our web page.

Highland Prosperity Partners and LPL Economic are independent entities.

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Media Get in touch with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]