LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman

CHARLOTTE, N.C., Feb. 02, 2022 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) announced nowadays that father and son fiscal advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-seller, hybrid registered financial investment advisor (RIA) and custodial platforms, aligned with Silverleaf Wealth Administration, an existing LPL firm. The father-son group joins from Raymond James and documented to LPL it served around $200 million in advisory, brokerage and retirement program belongings*.

Collectively, the pair provides a lot more than 60 many years of working experience supporting a range of clientele by tailored investment and prosperity administration techniques that deal with their exceptional wants. With a track record in details technologies, Jeremy grew up watching his father make a variation in the life of company entrepreneurs, company executives, health care specialists, families and retirees by supporting them get the job done towards their desires via personalised financial planning. He later on went on to work together with Steve right before finally using on a guide part in their practice in 2014.

“As a family team that has labored jointly for around a decade, my father and I are in lock step about what it usually means to be a economical companion,” Jeremy stated. “We’ve regarded lots of of our shoppers for yrs and uncover wonderful fulfilment in serving to them do the job towards their goals and economical milestones.”

In thinking of how to give their customers with the finest achievable assets to provide their financial aims, Jeremy and his father established they required a much more flexible business enterprise product, turning Silverleaf and LPL for the up coming chapter of their journey.

“Ever considering that I was a boy or girl, it is been my dream to individual my life’s function – and this go to Silverleaf, accompanied by the backing of LPL, will enable me to do accurately that,” Jeremy explained. “LPL offers the versatility to run my small business the way I want to and serve our clients’ extensive economic needs. Shoppers want a holistic solution to their finances, and with the capacity to tap into authorities these types of as CPAs and lawyers, I can give my consumers differentiated assistance activities and the notice they should have.”

Justin Gibson, president of Silverleaf Wealth Management, said, “We’re thrilled to welcome Jeremy and Steve to the family members, and are honored they turned to us as they evolve their follow. At Silverleaf, we consider our teamwork approach provides a broader point of view to all we do and provides elevated rewards to our advisors and clients. Jointly with LPL, we will function really hard to assist the Friedman workforce as they expand their company and carry on to present their clientele foundation with fantastic care and consideration.”

Scott Posner, LPL executive vice president, Small business Growth, stated, “We extend a heat welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on including two quality economical advisors to their network. We’re assured that LPL’s ground breaking technological know-how and differentiated company activities will present a audio basis for Jeremy and Steve’s continued development. We glimpse forward to a very long-lasting and effective partnership with them and the Silverleaf team.”

Advisors, come across an LPL business growth representative near you.

About LPL Money
LPL Monetary (Nasdaq: LPLA) was started on the principle that the firm must function for the advisor, and not the other way close to. Right now, LPL is a leader** in the markets we serve, supporting extra than 19,000 economical advisors, 800 institution-dependent investment decision packages and 450 impartial RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered model and the perception that People in america are worthy of access to individualized guidance from a financial advisor. At LPL, independence indicates that advisors have the independence they ought to have to decide on the enterprise model, providers, and know-how methods that allow for them to run their perfect exercise. And they have the flexibility to handle their shopper interactions, simply because they know their purchasers most effective. Basically put, we take care of our advisors, so they can take treatment of their purchasers.

* Worth approximated primarily based on asset and keeping details furnished to LPL from the calendar year 2021

** Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Seller in the U.S. (Centered on overall revenues, Monetary Preparing journal 1996-2021) No. 1 company of third-occasion brokerage products and services to financial institutions and credit unions (2020-2021 Kehrer Bielan Exploration & Consulting Yearly TPM Report) Fortune 500 as of June 2021

*** As of 3/19/21 – centered on noted Assets Beneath Administration by Silverleaf Advisor Group – a registered financial investment advisor.

Securities and advisory expert services provided as a result of LPL Monetary LLC, an SEC-registered broker-vendor and investment advisor. Member FINRA/ SIPC Advisory Services also supplied by Silverleaf Advisor Group, a registered financial investment adviser.

Throughout this interaction, the phrases “financial advisors” and “advisors” are utilized to refer to registered associates and/or investment decision advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose facts that may possibly be critical to shareholders in the “Investor Relations” or “Press Releases” portion of our web site.

Silverleaf Prosperity Administration, Silverleaf Advisor Team and LPL Financial are independent entities.

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Media Get in touch with:
Shannon Greene
(704) 996-1840
[email protected]