Clifford-Lewis Private Wealth Launches With Support of LPL Strategic Wealth Services

CHARLOTTE, N.C., Jan. 25, 2022 (Globe NEWSWIRE) — LPL Fiscal LLC today announced that economic advisors Pat Clifford and Tyler Lewis have launched a new impartial practice, Clifford-Lewis Non-public Wealth, as a result of affiliation with LPL Strategic Prosperity Products and services, which is created to assist the distinctive wants of breakaway advisors. The advisors noted to LPL that they provide roughly $275 million in advisory, brokerage and retirement approach property.* They be a part of LPL from Wells Fargo Advisors.

Each group member delivers a exceptional history and skillset to the Tyler, Texas-based group. Clifford is a previous engineer and senior executive in the oil and fuel industry who delivers a combination of knowledge, devotion and own services to his purchasers. He joined the money products and services field in 2002, teaming up with Director of Planning Karen Vaughan about 10 yrs ago. Vaughan, who retains a Chartered Retirement Organizing Counselor designation and has 27 years of industry experience, has developed a passion to support clientele get ready for retirement. Lewis joined the team just about four several years in the past, bringing experience as an advisor and also from the coverage and banking field exactly where he held positions that assistance him fully grasp all the shifting areas of clients’ economical lives. Rounding out the group is Director of Consumer Relations Sherryl Miles, a 16 calendar year sector veteran who also joined the workforce four many years in the past.

“We’ve developed a group that is deeply fully commited to serving our clients. We get it very seriously when we notify them, ‘We’re in this article for you.’ It is not a slogan. It is an intentional route that we wander each day to help clients take care of their portfolio, establish wealth and system for a far more protected financial long run,” Clifford said.

The staff is also fully commited to constantly evolving their practice. That is what led them to LPL. “We raise the bar each calendar year and expect to constantly get improved. But we were setting up to truly feel a bit constrained, and acknowledged our crew didn’t fit into any one box,” Vaughan said. “In purchase to arrive at a bigger amount of excellence and excel in spots we’re passionate about, including economic setting up, we required to be independent.”

Video clip: Fulfill the Clifford-Lewis team

LPL Strategic Wealth Solutions is the ‘ideal fit’
In their research for a new companion, LPL Strategic Prosperity Services stood out as the “ideal fit” for the future of their apply, Lewis mentioned. “We appreciate that we possess the enterprise and have handle about every choice, but we have a wonderful Strategic Prosperity Providers crew supporting us, enabling us to concentration on our customers and commit time doing what we really like,” Lewis mentioned.

In addition to leveraging LPL’s integrated wealth administration platform and complex resources wanted to run a thriving practice, the LPL Strategic Prosperity Expert services model delivers ongoing, personalized guidance for daily operations and extensive-expression organization administration. Early in the journey, Strategic Wealth Solutions bridges the changeover to independence by giving the team with devoted aid and solutions to launch their observe, which include actual estate create out, manufacturer progress, technology setup and HR aid. When the transition is complete, the benefit shifts to the ongoing strategic, administrative, advertising and CFO assist that lets advisors to stay concentrated on the enduring requirements of their purchasers, lifestyle and evolution of their practice.

“Every final decision we make, including this just one about joining LPL, will come down to what’s in the ideal interest of our shoppers,” Clifford explained. “We truly think that with this shift, powered by the assistance from LPL Strategic Prosperity Providers, we can do some matters to truly revolutionize monetary suggestions for our shoppers.”

Outside the house of do the job, Lewis is a former skydiving mentor who has held his pilot’s license because 2012. He is a deacon at his church and also actively concerned in the Smith Country A&M club. Vaughan, a mother of 8, is lively in her church and volunteers with the Three Strands Ministry which is focused to strengthening marriages. Clifford, an expert marathon runner, has served on the board of The Brook Hill University and as a trustee for The University of the Ozarks. He’s also a member of the Masons and the Shriners.

Scott Posner, LPL executive vice president, Organization Improvement, said, “We welcome Pat, Tyler and their workforce to the LPL neighborhood and congratulate them on the start of their new impartial exercise. We are fully commited to furnishing personalized support for every single phase of their journey as they expand their business enterprise on their very own conditions, evolve with the field and deliver more price to consumers. At LPL, we supply ultimate alternative and overall flexibility in how advisors develop their best apply. We are a lover for the prolonged operate, generating investments in innovative abilities and robust business assets intended to assistance advisors prosper. We appear ahead to a long and remarkable romantic relationship with Clifford-Lewis Private Prosperity.”

Much more on Clifford-Lewis Personal Prosperity.

Advisors, discover an LPL enterprise enhancement representative near you.

About LPL Fiscal:
LPL Money (Nasdaq: LPLA) was started on the principle that the company really should do the job for the advisor, and not the other way about. Nowadays, LPL is a leader** in the marketplaces we provide, supporting additional than 19,000 fiscal advisors, 800 establishment-based mostly expenditure programs and 450 independent RIA companies nationwide. We are steadfast in our determination to the advisor-centered product and the perception that Us citizens deserve access to personalized advice from a money advisor. At LPL, independence signifies that advisors have the freedom they have earned to decide on the small business product, expert services, and technologies methods that allow for them to operate their great practice. And they have the liberty to control their customer associations, mainly because they know their purchasers very best. Merely set, we acquire treatment of our advisors, so they can just take treatment of their purchasers.

* Worth approximated centered on asset and holding aspects provided to LPL from the 12 months 2021

** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Dealer in the U.S (Dependent on full revenues, Economic Setting up journal 1996-2021) No. 1 service provider of 3rd-party brokerage services to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Analysis & Consulting Yearly TPM Report) Fortune 500 Company as of June 2021

Securities and advisory services offered by way of LPL Fiscal LLC, an SEC-registered broker-seller and investment decision advisor. Member FINRA/SIPC. 

Throughout this communication, the phrases “financial advisors” and “advisors” are made use of to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information and facts that may be crucial to shareholders in the “Investor Relations” or “Press Releases” part of our internet site.

Clifford-Lewis Non-public Prosperity and LPL Economical are individual entities.

Hook up with Us!

https://twitter.com/lpl

https://www.linkedin.com/firm/lpl-money

https://www.facebook.com/LPLFinancialLLC

https://www.youtube.com/person/lplfinancialllc

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