LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman
CHARLOTTE, N.C., Feb. 02, 2022 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) announced right now that father and son economic advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-vendor, hybrid registered investment advisor (RIA) and custodial platforms, aligned with Silverleaf Wealth Administration, an existing LPL agency. The father-son team joins from Raymond James and claimed to LPL it served close to $200 million in advisory, brokerage and retirement program belongings*.
Collectively, the pair provides extra than 60 decades of experience supporting a selection of customers via custom-made investment decision and wealth management techniques that tackle their special desires. With a track record in information and facts know-how, Jeremy grew up looking at his father make a big difference in the life of enterprise homeowners, corporate executives, health care gurus, family members and retirees by supporting them function toward their dreams via personalized economical organizing. He later on went on to function together with Steve before ultimately taking on a direct job in their follow in 2014.
“As a loved ones crew that has worked collectively for above a ten years, my father and I are in lock stage about what it indicates to be a money associate,” Jeremy reported. “We’ve recognized several of our customers for years and locate good fulfilment in helping them perform toward their objectives and money milestones.”
In thinking about how to deliver their consumers with the most effective achievable resources to provide their economic objectives, Jeremy and his father decided they required a a lot more versatile organization model, turning Silverleaf and LPL for the upcoming chapter of their journey.
“Ever considering that I was a child, it is been my aspiration to very own my life’s work – and this move to Silverleaf, accompanied by the backing of LPL, will let me to do precisely that,” Jeremy claimed. “LPL gives the flexibility to operate my organization the way I want to and serve our clients’ thorough money needs. Consumers want a holistic technique to their finances, and with the potential to tap into experts these kinds of as CPAs and lawyers, I can give my customers differentiated service activities and the awareness they deserve.”
Justin Gibson, president of Silverleaf Wealth Management, explained, “We’re thrilled to welcome Jeremy and Steve to the relatives, and are honored they turned to us as they evolve their practice. At Silverleaf, we believe that our teamwork solution adds a broader viewpoint to all we do and provides greater positive aspects to our advisors and consumers. Together with LPL, we will operate hard to support the Friedman crew as they grow their business enterprise and keep on to supply their clientele foundation with outstanding care and interest.”
Scott Posner, LPL government vice president, Company Growth, explained, “We lengthen a heat welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on incorporating two high-quality monetary advisors to their community. We’re self-assured that LPL’s ground breaking engineering and differentiated support activities will give a sound basis for Jeremy and Steve’s ongoing expansion. We look ahead to a lengthy-long lasting and successful partnership with them and the Silverleaf group.”
Advisors, locate an LPL business enterprise enhancement representative near you.
About LPL Money
LPL Economical (Nasdaq: LPLA) was established on the principle that the business should really work for the advisor, and not the other way close to. Currently, LPL is a leader** in the markets we provide, supporting a lot more than 19,000 economical advisors, 800 establishment-primarily based financial investment packages and 450 unbiased RIA companies nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that Us residents are worthy of obtain to personalized assistance from a monetary advisor. At LPL, independence indicates that advisors have the independence they ought to have to pick out the company design, expert services, and engineering means that allow them to operate their fantastic exercise. And they have the freedom to deal with their client interactions, due to the fact they know their customers very best. Only put, we acquire treatment of our advisors, so they can acquire care of their purchasers.
* Value approximated based on asset and holding specifics offered to LPL from the year 2021
** Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Vendor in the U.S. (Centered on overall revenues, Economical Setting up journal 1996-2021) No. 1 company of 3rd-social gathering brokerage solutions to banking institutions and credit history unions (2020-2021 Kehrer Bielan Study & Consulting Annual TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – centered on noted Belongings Under Administration by Silverleaf Advisor Group – a registered expense advisor.
Securities and advisory companies offered via LPL Money LLC, an SEC-registered broker-vendor and financial investment advisor. Member FINRA/ SIPC Advisory Expert services also presented as a result of Silverleaf Advisor Team, a registered expense adviser.
All over this conversation, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or financial commitment advisor representatives affiliated with LPL Financial LLC. We routinely disclose info that may well be crucial to shareholders in the “Investor Relations” or “Press Releases” portion of our web-site.
Silverleaf Prosperity Management, Silverleaf Advisor Group and LPL Monetary are different entities.
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