LPL Update - March

Stay informed with the LPL Update – an article I’ll be sharing each month detailing the exciting new partnerships we’ve formed, as well as important information that will benefit LPL advisors.

It’s been an incredible past month here at LPL celebrating our #LPLWomen throughout Women’s History Month, getting to spend time with some of our valued advisors and program managers at PLC, Masters and Summit, and welcoming a multitude of new partners into our growing LPL community.

Here’s what happened in March.

New Partnerships:

We started the month off strong, expanding our LPL Institution Services footprint through a new strategic partnership with Ed Walker and First Hope Wealth Management . Joining LPL supports this team’s mission to grow their business by increasing efficiency, gaining greater product access and enhancing the client experience. LPL has long been committed to supporting its institutions through innovative technology and dedicated service experiences and we are excited to continue this commitment in our new relationship with the First Hope team.

Next, we proudly welcomed dynamic duo, Richard DeYoung and Jessica Boehm, as they launched their new independent practice - Highland Wealth Partners - through LPL Strategic Wealth Services. This model empowers advisors to grow their business on their terms and is backed by innovative technology and dedicated support to help independent advisors fulfill their strategy and vision. We look forward to helping Richard and Jessica do just that in this next chapter of their business.

Looking to put client needs above all else, Blake and Drew Turner joined together to form their new independent practice, Turner and Turner Wealth Management , with the support of our LPL Linsco model. Leveraging a partnership with LPL, these seasoned financial advisors will be able to take advantage of superior technology, more robust resources and investment opportunities that support an ever-evolving marketplace. We look forward to a long-lasting relationship with the Turner brothers and wish them great success in the years to come.

We were incredibly honored to announce our new partnership with the all-women team at Ascend Wealth Management this month, as they chose LPL to be their dedicated partner to support their evolving business needs. Debbie Verker noted that the driving force behind their decision to make this move was LPL’s shared commitment and unwavering dedication to making investments that put people first. Thank you for entrusting us with this next chapter of your business, Debbie, Kristi and Kassandra!

With open arms, we excitedly welcomed Floe Financial Partners back into our LPL advisor community . Since 1987, this team has been committed to providing their clients with extraordinary services and capabilities, and they recently began searching for a partner who shared in that commitment. After interviewing 18 firms, they proudly returned home to LPL, recognizing the evolution of the firm and the steady commitment to continually invest in creating outstanding client experiences.

Next, we celebrated another welcome addition to the LPL Strategic Wealth Services family through a new partnership with Leslie Shenkler and Daryl Lipkin of Alcove Private Wealth . After making the decision that independence was essential to the success of their practice, the team sought out the right partner to provide the flexibility and support needed to run their business on their terms. We are honored they found exactly what they were looking for through LPL Strategic Wealth Services, and we congratulate them on the launch of their newly independent firm.