CHARLOTTE, N.C., Jan. 25, 2022 (World NEWSWIRE) — LPL Money LLC today announced that financial advisors Pat Clifford and Tyler Lewis have introduced a new unbiased apply, Clifford-Lewis Personal Wealth, by way of affiliation with LPL Strategic Prosperity Solutions, which is intended to assistance the one of a kind demands of breakaway advisors. The advisors noted to LPL that they provide approximately $275 million in advisory, brokerage and retirement prepare belongings.* They be a part of LPL from Wells Fargo Advisors.
Each individual team member brings a special background and skillset to the Tyler, Texas-centered team. Clifford is a previous engineer and senior govt in the oil and gasoline sector who gives a combination of information, dedication and personalized services to his shoppers. He joined the money providers business in 2002, teaming up with Director of Preparing Karen Vaughan about 10 several years in the past. Vaughan, who holds a Chartered Retirement Preparing Counselor designation and has 27 a long time of field practical experience, has produced a enthusiasm to assist shoppers put together for retirement. Lewis joined the staff virtually 4 yrs ago, bringing practical experience as an advisor and also from the coverage and banking field exactly where he held positions that enable him understand all the shifting areas of clients’ fiscal life. Rounding out the team is Director of Client Relations Sherryl Miles, a 16 year field veteran who also joined the workforce four yrs ago.
“We’ve created a staff that is deeply committed to serving our customers. We take it critically when we notify them, ‘We’re in this article for you.’ It is not a slogan. It is an intentional path that we stroll just about every day to support clients control their portfolio, develop wealth and program for a a lot more protected economic foreseeable future,” Clifford mentioned.
The workforce is also dedicated to constantly evolving their apply. Which is what led them to LPL. “We elevate the bar every single calendar year and hope to always get improved. But we had been beginning to come to feel a little bit constrained, and recognized our team didn’t fit into any 1 box,” Vaughan said. “In get to reach a higher stage of excellence and excel in spots we’re passionate about, like money planning, we desired to be independent.”
Online video: Satisfy the Clifford-Lewis workforce
LPL Strategic Wealth Companies is the ‘ideal fit’
In their look for for a new husband or wife, LPL Strategic Wealth Solutions stood out as the “ideal fit” for the potential of their follow, Lewis claimed. “We value that we have the small business and have management in excess of just about every choice, but we have a great Strategic Prosperity Companies team supporting us, enabling us to target on our clientele and invest time carrying out what we like,” Lewis claimed.
In addition to leveraging LPL’s integrated wealth management platform and subtle resources required to run a thriving exercise, the LPL Strategic Wealth Expert services design delivers ongoing, personalised aid for day-to-day operations and long-expression business administration. Early in the journey, Strategic Prosperity Companies bridges the changeover to independence by giving the team with focused guidance and solutions to launch their apply, which include real estate develop out, manufacturer enhancement, technological know-how setup and HR assistance. At the time the changeover is complete, the value shifts to the ongoing strategic, administrative, advertising and marketing and CFO aid that enables advisors to keep concentrated on the enduring requires of their shoppers, lifestyle and evolution of their exercise.
“Every conclusion we make, together with this one about becoming a member of LPL, arrives down to what is in the ideal curiosity of our purchasers,” Clifford mentioned. “We certainly believe that with this shift, run by the aid from LPL Strategic Wealth Solutions, we can do some factors to really revolutionize monetary advice for our shoppers.”
Outdoors of perform, Lewis is a former skydiving coach who has held his pilot’s license due to the fact 2012. He is a deacon at his church and also actively associated in the Smith Country A&M club. Vaughan, a mom of eight, is energetic in her church and volunteers with the A few Strands Ministry which is focused to strengthening marriages. Clifford, an expert marathon runner, has served on the board of The Brook Hill School and as a trustee for The University of the Ozarks. He’s also a member of the Masons and the Shriners.
Scott Posner, LPL govt vice president, Company Enhancement, explained, “We welcome Pat, Tyler and their crew to the LPL local community and congratulate them on the launch of their new unbiased exercise. We are dedicated to giving customized support for just about every step of their journey as they expand their company on their possess conditions, evolve with the marketplace and provide more worth to purchasers. At LPL, we supply top option and adaptability in how advisors make their best practice. We are a spouse for the long operate, making investments in modern abilities and sturdy company assets created to support advisors prosper. We search ahead to a long and exciting relationship with Clifford-Lewis Personal Prosperity.”
Much more on Clifford-Lewis Personal Prosperity.
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LPL Monetary (Nasdaq: LPLA) was established on the basic principle that the firm must work for the advisor, and not the other way around. Right now, LPL is a leader** in the markets we serve, supporting more than 19,000 money advisors, 800 establishment-centered investment programs and 450 impartial RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered design and the belief that Americans are worthy of entry to customized advice from a financial advisor. At LPL, independence usually means that advisors have the independence they are entitled to to decide on the enterprise design, products and services, and technological innovation assets that enable them to operate their ideal apply. And they have the independence to deal with their client relationships, due to the fact they know their shoppers ideal. Merely put, we choose treatment of our advisors, so they can just take care of their purchasers.
* Worth approximated centered on asset and holding facts presented to LPL from the calendar year 2021
** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Vendor in the U.S (Centered on total revenues, Economical Organizing magazine 1996-2021) No. 1 company of third-get together brokerage companies to banks and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 Enterprise as of June 2021
Securities and advisory companies made available by means of LPL Money LLC, an SEC-registered broker-seller and expense advisor. Member FINRA/SIPC.
During this conversation, the terms “financial advisors” and “advisors” are made use of to refer to registered representatives and/or investment decision advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose information that could be significant to shareholders in the “Investor Relations” or “Press Releases” part of our web-site.
Clifford-Lewis Private Wealth and LPL Fiscal are separate entities.
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