CHARLOTTE, N.C., March 07, 2022 (World NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA) today announced that monetary advisors Richard DeYoung and Jessica Boehm have launched a new unbiased follow, Highland Wealth Associates, through affiliation with LPL Strategic Wealth Providers, a platform designed to assist the exclusive demands of breakaway advisors. DeYoung and Boehm noted to LPL that they served close to $280 million in advisory, brokerage and retirement plan assets.* They join from Wells Fargo Advisors.
The seasoned advisors met 4 yrs in the past, hanging up an rapid friendship and partnership, each and every recognizing they carry diverse strengths to the crew. DeYoung has 40 many years of marketplace practical experience, beginning as an intern in the finance division of his alma mater, Stephen F. Austin Point out University, prior to shifting to a profession as an advisor. Boehm started doing work as a receptionist in her father’s investment decision planning organization. She became fascinated with investing and discovering methods to expand clients’ prosperity, later on becoming a member of the business as a financial advisor when pursuing an economics diploma at the College of Houston.
Equally advisors have a passion for expense scheduling and giving a superior level of palms-on, particular prosperity management companies. With administrative assistance from Debbie Gregori and Cindy Binn, the team functions as a “financial quarterback” to assist provide their clients’ complete financial demands. They handle belongings for folks, trusts, non-earnings businesses and organizations.
Looking for additional flexibility and the capability to run their enterprise on their individual conditions, DeYoung and Boehm selected to start their independent follow in The Woodlands, Texas. “In naming our exercise, we chose ‘Highland’ due to the fact it seriously matches with our vision of elevating the money setting up expertise. We want to proceed to elevate the bar for ourselves and give our customers with elevated, personalised company ordeals,” Boehm mentioned.
Video clip: Satisfy Richard and Jessica
“After cautious study, we picked LPL Money for the reason that of its deep dedication to supporting our organization, and in convert, our purchasers,” DeYoung claimed. “It was essential for us to be with a companion that prioritized our clients’ demands and passions previously mentioned every little thing else. LPL’s detailed assist, technological innovation and exploration, together with their transparency as a publicly traded business and determination to independence and alternative, permits us to offer clients with a large selection of diligently evaluated, non-proprietary investment decision goods.”
Personalized assist from LPL Strategic Wealth Products and services
The Highland workforce chose to be a part of LPL Strategic Prosperity Companies for the additional layer of personalized support and assets. Not only do Strategic Wealth advisors have access to LPL’s built-in wealth management platform, they also profit from committed guidance for everyday operations and extended-expression company administration. Teams are delivered with award-profitable*** transition guidance proper from the start, as nicely as ongoing strategic, administrative, internet marketing and CFO assist that will allow advisors to keep focused on the enduring needs of their customers, society and evolution of their follow. “With Strategic Prosperity Products and services, all the things is presently created in and we’re not on our individual. This way, we can concentration on what we do greatest and appreciate being advisors,” Boehm explained.
It was also important for the crew to be capable to remove expenditure minimums, as very well as give increased technological know-how and arranging resources. “The shift allows us the finest skill to provide our clientele significantly much more of our consideration and perform in the highest capacity to enable serve their money wants,” DeYoung explained.
Scott Posner, LPL executive vice president, Small business Enhancement, claimed, “It is an honor to welcome Richard and Jess to the LPL group. We congratulate them on the start of their new independent observe and are deeply fully commited to supporting them alongside each and every move of this remarkable new journey. The LPL Strategic Prosperity Solutions system empowers advisors to increase their business on their own terms, backed by revolutionary engineering, robust organization methods and a devoted workforce to help their system and eyesight. We glimpse forward to helping the Highlands group elevate their clients’ experiences and are optimistic for what the potential retains with this fantastic staff.”
Learn more at https://www.highlandwealthpartners.com/
Advisors, uncover an LPL business enterprise progress representative near you.
About LPL Financial:
LPL Money (Nasdaq: LPLA) was founded on the principle that the organization ought to perform for the advisor, and not the other way all-around. Today, LPL is a chief in the markets we serve,** supporting just about 20,000 financial advisors, and approximately 800 establishment-dependent investment decision programs and 500 unbiased RIA firms nationwide. We are steadfast in our motivation to the advisor-centered design and the belief that People in america are worthy of accessibility to personalised assistance from a financial advisor. At LPL, independence indicates that advisors have the freedom they should have to pick the business enterprise model, companies, and technology means that enable them to operate their excellent apply. And they have the freedom to take care of their shopper relationships, simply because they know their customers very best. Only place, we just take treatment of our advisors, so they can just take care of their consumers.
* Price approximated centered on asset and keeping information delivered to LPL from the 12 months 2021
**Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Supplier in the U.S. (Based on overall revenues, Economic Organizing magazine 1996-2021) No. 1 company of third-party brokerage companies to banks and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 Organization as of June 2021. LPL and its affiliated corporations deliver fiscal providers only from the United States.
*** 2021 WealthManagement.com Award Winner, Custodian- Changeover Guidance
Securities and advisory providers presented through LPL Money LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/SIPC.
In the course of this interaction, the terms “financial advisors” and “advisors” are utilised to refer to registered associates and/or financial investment advisor reps affiliated with LPL Economical LLC. We routinely disclose data that may perhaps be crucial to shareholders in the “Investor Relations” or “Press Releases” area of our site.
Highland Prosperity Partners and LPL Fiscal are separate entities.
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