CHARLOTTE, N.C., Jan. 25, 2022 (Globe NEWSWIRE) — LPL Financial LLC these days declared that fiscal advisors Pat Clifford and Tyler Lewis have launched a new impartial exercise, Clifford-Lewis Non-public Wealth, via affiliation with LPL Strategic Prosperity Products and services, which is developed to aid the exceptional needs of breakaway advisors. The advisors reported to LPL that they serve about $275 million in advisory, brokerage and retirement system property.* They sign up for LPL from Wells Fargo Advisors.
Each and every workforce member provides a distinctive qualifications and skillset to the Tyler, Texas-based team. Clifford is a former engineer and senior government in the oil and fuel market who supplies a mixture of know-how, dedication and personalized company to his purchasers. He joined the money services sector in 2002, teaming up with Director of Scheduling Karen Vaughan about 10 decades in the past. Vaughan, who holds a Chartered Retirement Planning Counselor designation and has 27 decades of field working experience, has designed a passion to aid shoppers put together for retirement. Lewis joined the group nearly 4 several years ago, bringing expertise as an advisor and also from the insurance coverage and banking marketplace where by he held positions that enable him realize all the transferring parts of clients’ monetary lives. Rounding out the group is Director of Consumer Relations Sherryl Miles, a 16 year market veteran who also joined the group four several years ago.
“We’ve built a team that is deeply committed to serving our shoppers. We just take it significantly when we convey to them, ‘We’re right here for you.’ It is not a slogan. It’s an intentional path that we walk each day to aid consumers manage their portfolio, make prosperity and strategy for a a lot more safe monetary future,” Clifford mentioned.
The staff is also dedicated to regularly evolving their practice. That is what led them to LPL. “We raise the bar each individual 12 months and be expecting to constantly get greater. But we were being starting off to experience a little bit constrained, and regarded our staff didn’t in good shape into any one box,” Vaughan explained. “In get to access a greater level of excellence and excel in places we’re passionate about, such as fiscal preparing, we needed to be independent.”
Online video: Fulfill the Clifford-Lewis group
LPL Strategic Wealth Services is the ‘ideal fit’
In their research for a new associate, LPL Strategic Prosperity Companies stood out as the “ideal fit” for the long run of their exercise, Lewis stated. “We take pleasure in that we possess the business and have management above just about every determination, but we have a excellent Strategic Wealth Services group supporting us, enabling us to concentrate on our customers and devote time carrying out what we enjoy,” Lewis said.
In addition to leveraging LPL’s built-in prosperity management system and complex sources necessary to operate a flourishing apply, the LPL Strategic Wealth Expert services product delivers ongoing, personalized support for day by day operations and extended-time period business enterprise management. Early in the journey, Strategic Wealth Providers bridges the changeover to independence by offering the workforce with committed support and companies to launch their exercise, including serious estate create out, model growth, technologies setup and HR help. At the time the changeover is total, the worth shifts to the ongoing strategic, administrative, marketing and advertising and CFO assistance that will allow advisors to stay centered on the enduring demands of their consumers, lifestyle and evolution of their apply.
“Every decision we make, including this one about joining LPL, comes down to what’s in the best interest of our purchasers,” Clifford said. “We really believe that with this move, powered by the aid from LPL Strategic Prosperity Products and services, we can do some points to genuinely revolutionize financial information for our clients.”
Exterior of work, Lewis is a former skydiving mentor who has held his pilot’s license since 2012. He is a deacon at his church and also actively included in the Smith State A&M club. Vaughan, a mother of 8, is lively in her church and volunteers with the 3 Strands Ministry which is devoted to strengthening marriages. Clifford, an knowledgeable marathon runner, has served on the board of The Brook Hill School and as a trustee for The College of the Ozarks. He’s also a member of the Masons and the Shriners.
Scott Posner, LPL government vice president, Enterprise Enhancement, reported, “We welcome Pat, Tyler and their workforce to the LPL group and congratulate them on the launch of their new impartial observe. We are committed to delivering individualized assist for each individual stage of their journey as they increase their small business on their own terms, evolve with the market and deliver additional benefit to clients. At LPL, we present best choice and adaptability in how advisors establish their perfect exercise. We are a lover for the extensive run, earning investments in ground breaking capabilities and strong enterprise means developed to enable advisors thrive. We look forward to a long and thrilling romance with Clifford-Lewis Non-public Wealth.”
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LPL Financial (Nasdaq: LPLA) was established on the theory that the organization need to do the job for the advisor, and not the other way close to. Right now, LPL is a leader** in the marketplaces we serve, supporting far more than 19,000 fiscal advisors, 800 institution-primarily based investment systems and 450 unbiased RIA firms nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that Us residents deserve access to personalized advice from a economical advisor. At LPL, independence indicates that advisors have the liberty they ought to have to pick out the small business product, products and services, and technologies resources that let them to run their perfect apply. And they have the flexibility to regulate their shopper associations, mainly because they know their shoppers most effective. Simply just place, we just take care of our advisors, so they can consider treatment of their clients.
* Benefit approximated primarily based on asset and keeping specifics furnished to LPL from the year 2021
** Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Supplier in the U.S (Centered on overall revenues, Economical Arranging journal 1996-2021) No. 1 supplier of 3rd-bash brokerage providers to banking companies and credit history unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune 500 Company as of June 2021
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In the course of this interaction, the phrases “financial advisors” and “advisors” are employed to refer to registered representatives and/or financial commitment advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose information that could be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our site.
Clifford-Lewis Non-public Wealth and LPL Economical are individual entities.
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