CHARLOTTE, N.C., Feb. 02, 2022 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq: LPLA) announced right now that father and son monetary advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-seller, hybrid registered expenditure advisor (RIA) and custodial platforms, aligned with Silverleaf Prosperity Administration, an current LPL organization. The father-son team joins from Raymond James and noted to LPL it served somewhere around $200 million in advisory, brokerage and retirement plan property*.
Collectively, the pair delivers more than 60 several years of expertise supporting a selection of clientele by means of custom made investment decision and prosperity administration techniques that tackle their special wants. With a background in info technology, Jeremy grew up looking at his father make a big difference in the life of small business homeowners, company executives, health care industry experts, people and retirees by aiding them work towards their goals by means of customized financial arranging. He afterwards went on to function along with Steve ahead of in the end having on a direct function in their practice in 2014.
“As a family crew that has labored jointly for in excess of a 10 years, my father and I are in lock move about what it means to be a economic companion,” Jeremy reported. “We’ve regarded several of our clients for many years and find good fulfilment in supporting them get the job done towards their plans and financial milestones.”
In contemplating how to give their shoppers with the very best probable methods to provide their monetary targets, Jeremy and his father established they wanted a additional versatile company model, turning Silverleaf and LPL for the subsequent chapter of their journey.
“Ever considering the fact that I was a youngster, it is been my desire to own my life’s perform – and this go to Silverleaf, accompanied by the backing of LPL, will enable me to do precisely that,” Jeremy claimed. “LPL features the adaptability to run my company the way I want to and serve our clients’ complete monetary wants. Customers want a holistic approach to their finances, and with the skill to faucet into specialists these kinds of as CPAs and attorneys, I can give my customers differentiated assistance ordeals and the consideration they have earned.”
Justin Gibson, president of Silverleaf Wealth Administration, mentioned, “We’re thrilled to welcome Jeremy and Steve to the household, and are honored they turned to us as they evolve their apply. At Silverleaf, we imagine our teamwork strategy provides a broader viewpoint to all we do and offers amplified gains to our advisors and clientele. With each other with LPL, we will work really hard to help the Friedman group as they increase their business enterprise and keep on to supply their clientele base with exceptional treatment and attention.”
Scott Posner, LPL executive vice president, Organization Growth, reported, “We prolong a heat welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on including two quality economical advisors to their community. We’re self-confident that LPL’s revolutionary engineering and differentiated services experiences will present a seem foundation for Jeremy and Steve’s ongoing growth. We search ahead to a prolonged-long lasting and effective partnership with them and the Silverleaf team.”
Advisors, discover an LPL enterprise improvement representative near you.
About LPL Economic
LPL Fiscal (Nasdaq: LPLA) was started on the basic principle that the organization need to work for the advisor, and not the other way all around. Today, LPL is a chief** in the markets we provide, supporting additional than 19,000 money advisors, 800 institution-centered investment applications and 450 impartial RIA firms nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that Us residents are worthy of accessibility to customized guidance from a economical advisor. At LPL, independence implies that advisors have the flexibility they deserve to pick out the enterprise design, services, and technological know-how methods that make it possible for them to operate their fantastic observe. And they have the independence to manage their consumer associations, mainly because they know their consumers best. Simply set, we acquire treatment of our advisors, so they can take care of their clientele.
* Value approximated dependent on asset and keeping aspects furnished to LPL from the 12 months 2021
** Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Supplier in the U.S. (Primarily based on whole revenues, Monetary Organizing magazine 1996-2021) No. 1 supplier of third-party brokerage solutions to banking institutions and credit history unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – based mostly on reported Assets Under Administration by Silverleaf Advisor Group – a registered expense advisor.
Securities and advisory providers offered by LPL Monetary LLC, an SEC-registered broker-dealer and financial commitment advisor. Member FINRA/ SIPC Advisory Providers also available as a result of Silverleaf Advisor Team, a registered financial investment adviser.
All over this conversation, the terms “financial advisors” and “advisors” are employed to refer to registered representatives and/or investment advisor associates affiliated with LPL Fiscal LLC. We routinely disclose information that may be critical to shareholders in the “Investor Relations” or “Press Releases” segment of our web site.
Silverleaf Wealth Management, Silverleaf Advisor Team and LPL Economic are independent entities.
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