CHARLOTTE, N.C., Jan. 25, 2022 (Globe NEWSWIRE) — LPL Money LLC currently announced that money advisors Pat Clifford and Tyler Lewis have released a new impartial observe, Clifford-Lewis Personal Prosperity, as a result of affiliation with LPL Strategic Prosperity Products and services, which is developed to support the distinctive desires of breakaway advisors. The advisors reported to LPL that they provide about $275 million in advisory, brokerage and retirement approach assets.* They sign up for LPL from Wells Fargo Advisors.
Each and every crew member provides a one of a kind track record and skillset to the Tyler, Texas-based team. Clifford is a previous engineer and senior government in the oil and gasoline industry who supplies a mixture of expertise, perseverance and individual company to his clientele. He joined the monetary expert services sector in 2002, teaming up with Director of Setting up Karen Vaughan about 10 decades ago. Vaughan, who holds a Chartered Retirement Scheduling Counselor designation and has 27 years of marketplace encounter, has developed a passion to support clients put together for retirement. Lewis joined the staff approximately four many years in the past, bringing knowledge as an advisor and also from the insurance and banking sector where he held positions that assist him have an understanding of all the moving components of clients’ money lives. Rounding out the staff is Director of Consumer Relations Sherryl Miles, a 16 12 months sector veteran who also joined the workforce four many years in the past.
“We’ve developed a crew that is deeply fully commited to serving our clients. We acquire it severely when we explain to them, ‘We’re listed here for you.’ It’s not a slogan. It is an intentional route that we stroll just about every working day to help customers take care of their portfolio, establish prosperity and strategy for a far more safe monetary foreseeable future,” Clifford said.
The workforce is also committed to constantly evolving their observe. That’s what led them to LPL. “We raise the bar every single calendar year and count on to constantly get better. But we have been beginning to experience a little bit constrained, and acknowledged our team did not healthy into any just one box,” Vaughan mentioned. “In order to reach a higher degree of excellence and excel in spots we’re passionate about, such as economic organizing, we required to be impartial.”
Online video: Meet the Clifford-Lewis group
LPL Strategic Prosperity Products and services is the ‘ideal fit’
In their look for for a new husband or wife, LPL Strategic Prosperity Expert services stood out as the “ideal fit” for the upcoming of their apply, Lewis said. “We recognize that we have the small business and have handle around just about every selection, but we have a fantastic Strategic Wealth Products and services staff supporting us, enabling us to target on our customers and shell out time executing what we enjoy,” Lewis claimed.
In addition to leveraging LPL’s integrated prosperity management platform and complex means required to operate a flourishing exercise, the LPL Strategic Prosperity Solutions product provides ongoing, personalised support for each day functions and lengthy-term company management. Early in the journey, Strategic Wealth Services bridges the changeover to independence by furnishing the workforce with committed guidance and companies to launch their practice, such as serious estate establish out, brand name improvement, know-how setup and HR guidance. At the time the transition is full, the benefit shifts to the ongoing strategic, administrative, marketing and advertising and CFO assist that permits advisors to stay focused on the enduring wants of their customers, tradition and evolution of their practice.
“Every determination we make, which include this 1 about joining LPL, arrives down to what is in the most effective curiosity of our clients,” Clifford explained. “We certainly believe that with this go, driven by the assist from LPL Strategic Prosperity Services, we can do some issues to truly revolutionize monetary guidance for our clientele.”
Outside of function, Lewis is a former skydiving mentor who has held his pilot’s license due to the fact 2012. He is a deacon at his church and also actively included in the Smith Nation A&M club. Vaughan, a mom of eight, is energetic in her church and volunteers with the A few Strands Ministry which is dedicated to strengthening marriages. Clifford, an expert marathon runner, has served on the board of The Brook Hill University 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, Business Advancement, explained, “We welcome Pat, Tyler and their team to the LPL group and congratulate them on the start of their new impartial follow. We are committed to supplying personalised support for each action of their journey as they improve their company on their personal phrases, evolve with the industry and provide much more worth to clientele. At LPL, we present best selection and versatility in how advisors construct their perfect practice. We are a companion for the extended run, generating investments in modern capabilities and strong enterprise assets designed to help advisors prosper. We appear forward to a very long and thrilling romance with Clifford-Lewis Personal Prosperity.”
A lot more on Clifford-Lewis Private Wealth.
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About LPL Economic:
LPL Money (Nasdaq: LPLA) was founded on the principle that the business should do the job for the advisor, and not the other way about. Today, LPL is a chief** in the marketplaces we provide, supporting much more than 19,000 economic advisors, 800 establishment-dependent expenditure systems and 450 impartial RIA firms nationwide. We are steadfast in our determination to the advisor-centered product and the perception that Us residents have earned access to customized guidance from a financial advisor. At LPL, independence signifies that advisors have the flexibility they are worthy of to decide on the company design, services, and technological innovation assets that allow them to run their excellent exercise. And they have the flexibility to control their client relationships, for the reason that they know their shoppers greatest. Simply put, we get care of our advisors, so they can get care of their consumers.
* Worth approximated based on asset and keeping aspects delivered to LPL from the calendar year 2021
** Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S (Dependent on total revenues, Money Arranging magazine 1996-2021) No. 1 supplier of 3rd-social gathering brokerage expert services to banking companies and credit history unions (2020-2021 Kehrer Bielan Study & Consulting Annual TPM Report) Fortune 500 Corporation as of June 2021
Securities and advisory solutions offered by means of LPL Financial LLC, an SEC-registered broker-dealer and financial investment advisor. Member FINRA/SIPC.
Through this communication, the conditions “financial advisors” and “advisors” are employed to refer to registered reps and/or expense advisor reps affiliated with LPL Economic LLC. We routinely disclose information and facts that may be crucial to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Clifford-Lewis Non-public Prosperity and LPL Financial are individual entities.
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