The LPL Update – September
The LPL Update – September ??
I am proud of all we have achieved as a company so far this year, and September was no exception.
Last month, LPL Financial’s best and brightest were recognized by our industry peers, and we welcomed several stand-out advisors and institution partners to the LPL family. I can’t think of a better way to end Q3.
Here’s a recap of our September highlights.
LPL Milestones? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? We are happy to share that Greg Gates won the Chief Technology Officer of the Year award from?WealthManagement.com ’s 2023 industry awards program . Greg received the award for his efforts in empowering financial professionals to take care of their clients through technology innovations and advancements. We congratulate Greg on this well-deserved recognition and thank him for his many contributions to LPL.
LPL was also the only company with two recipients of the Women of Impact Tech Award . Swati Baradia, SVP, Data Product & Analytics, and Bhuvana Jayaraman, Head of Product and Platform Strategy, were recognized for being among the top 50 most impactful women in the technology field.
On September 20, we were excited to have LPL technology leaders Kristie Edling-Day, Katelyn Shackleton, and Megan Perry share their inspiring career journeys with our organization while providing invaluable insights for professional growth as females in #FinTech. We are thankful for their incredible contributions to the team.
Additionally, we announced key updates to our?Liquidity & Succession ?offering, which is aimed at financial advisors who are seeking to monetize their business due to an approaching retirement or to simply free themselves of their business-owner duties. Liquidity & Succession provides advisors with the resources, support, and tools necessary to let them get back to the parts of the business they love. By cultivating these partnerships, LPL allows advisors to build a targeted and comprehensive strategy for the next evolution of their business.
Notable Joins
We kicked off September by welcoming Ed Winegar and Gregory Berg of Winegar Berg Wealth Management Powered by LPL Financial . LPL’s employee advisor channel, Linsco, allows Winegar to put their clients’ best interests at the forefront of everything they do. LPL will provide them with a truly tailored experience. We are committed to supporting them with integrated capabilities, robust resources, and business solutions designed to help their practice grow and thrive.
Next, we announced that Ryan S. Kidd and Aaron C. Montez of Validus Financial Associates have joined LPL Financial’s broker-dealer, RIA, and custodial platforms. Collectively Ryan and Aaron have more than 40 years of industry experience. We look forward to a successful partnership.
Two father-son teams joined us last month. The first was Michael Climer and South Carolina State Sen. Wes Climer of Climer Wealth Management Group . We are honored the Climer team turned to Linsco for strategic, turnkey support for their business. ?The second father-son team was Burke Francis and Christopher Francis. Together, Burke and Christopher have more than 80 years of combined experience! They launched an exclusive family-focused office and independent practice,?The Francis Group at LPL, affiliating with LPL’s supported independence model, LPL Strategic Wealth Services.
We were honored to welcome Patrick Ricketts and Mindy Helfrich of Vintage Financial Group . Helfrich believes partnering with LPL will allow them to be nimble in this ever-changing industry and provide their clients with best-in-class experiences. We are inspired by their client-centric commitment and individualized approach to helping their clients work toward their financial goals, and we share their dedication to offering elevated service and support to their clients.
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?The LPL community is also thrilled to support:
?A huge welcome to all of our September 2023 joins!
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