CHARLOTTE, N.C., Jan. 25, 2022 (Globe NEWSWIRE) — LPL Monetary LLC nowadays declared that economical advisors Pat Clifford and Tyler Lewis have released a new independent exercise, Clifford-Lewis Personal Wealth, as a result of affiliation with LPL Strategic Wealth Products and services, which is developed to aid the one of a kind desires of breakaway advisors. The advisors reported to LPL that they serve close to $275 million in advisory, brokerage and retirement plan belongings.* They be a part of LPL from Wells Fargo Advisors.
Every crew member delivers a unique background and skillset to the Tyler, Texas-centered team. Clifford is a former engineer and senior government in the oil and gasoline market who presents a mix of understanding, commitment and personal services to his customers. He joined the economical products and services industry in 2002, teaming up with Director of Preparing Karen Vaughan about 10 a long time in the past. Vaughan, who holds a Chartered Retirement Setting up Counselor designation and has 27 decades of industry knowledge, has formulated a enthusiasm to assist shoppers prepare for retirement. Lewis joined the workforce almost four decades ago, bringing working experience as an advisor and also from the insurance policy and banking field where he held positions that enable him comprehend all the transferring pieces of clients’ money life. Rounding out the staff is Director of Client Relations Sherryl Miles, a 16 year marketplace veteran who also joined the group four many years in the past.
“We’ve crafted a group that is deeply committed to serving our customers. We take it seriously when we convey to them, ‘We’re right here for you.’ It’s not a slogan. It is an intentional route that we wander every single day to help purchasers manage their portfolio, develop wealth and strategy for a far more protected economical foreseeable future,” Clifford claimed.
The crew is also committed to regularly evolving their observe. Which is what led them to LPL. “We raise the bar every year and count on to constantly get improved. But we ended up commencing to really feel a little bit constrained, and recognized our group did not match into any one particular box,” Vaughan reported. “In purchase to arrive at a larger degree of excellence and excel in places we’re passionate about, including economical arranging, we necessary to be unbiased.”
Movie: Meet up with the Clifford-Lewis workforce
LPL Strategic Wealth Services is the ‘ideal fit’
In their search for a new companion, LPL Strategic Wealth Services stood out as the “ideal fit” for the long term of their apply, Lewis claimed. “We recognize that we possess the organization and have command more than each determination, but we have a good Strategic Wealth Providers group supporting us, enabling us to focus on our customers and devote time executing what we adore,” Lewis stated.
In addition to leveraging LPL’s integrated prosperity management system and sophisticated sources desired to run a flourishing apply, the LPL Strategic Wealth Services model delivers ongoing, individualized aid for day-to-day functions and lengthy-time period enterprise management. Early in the journey, Strategic Wealth Companies bridges the changeover to independence by supplying the team with focused guidance and solutions to launch their follow, which includes actual estate develop out, model development, technologies setup and HR guidance. The moment the transition is entire, the benefit shifts to the ongoing strategic, administrative, marketing and CFO support that enables advisors to stay centered on the enduring requirements of their clientele, tradition and evolution of their observe.
“Every conclusion we make, like this 1 about becoming a member of LPL, arrives down to what’s in the most effective fascination of our shoppers,” Clifford reported. “We definitely believe that with this move, powered by the help from LPL Strategic Prosperity Expert services, we can do some factors to seriously revolutionize monetary information for our customers.”
Outdoors of operate, Lewis is a previous skydiving mentor who has held his pilot’s license considering that 2012. He is a deacon at his church and also actively concerned 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 devoted to strengthening marriages. Clifford, an professional marathon runner, has served on the board of The Brook Hill University and as a trustee for The College of the Ozarks. He’s also a member of the Masons and the Shriners.
Scott Posner, LPL govt vice president, Business enterprise Advancement, explained, “We welcome Pat, Tyler and their group to the LPL neighborhood and congratulate them on the start of their new impartial exercise. We are dedicated to offering personalized guidance for just about every move of their journey as they increase their business enterprise on their very own terms, evolve with the industry and provide much more price to purchasers. At LPL, we give greatest decision and flexibility in how advisors build their great observe. We are a lover for the long operate, making investments in impressive abilities and robust company sources made to support advisors prosper. We search forward to a extended and fascinating partnership with Clifford-Lewis Private Prosperity.”
Extra on Clifford-Lewis Private Wealth.
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LPL Economic (Nasdaq: LPLA) was founded on the basic principle that the organization should really work for the advisor, and not the other way around. Right now, LPL is a chief** in the markets we serve, supporting additional than 19,000 monetary advisors, 800 institution-based investment decision applications and 450 unbiased RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered design and the perception that Us residents should have access to personalized steering from a financial advisor. At LPL, independence implies that advisors have the flexibility they deserve to choose the organization product, services, and engineering assets that allow for them to operate their best observe. And they have the flexibility to handle their client interactions, since they know their clients most effective. Simply just put, we get care of our advisors, so they can consider treatment of their clientele.
* Benefit approximated based on asset and holding aspects provided to LPL from the yr 2021
** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Dealer in the U.S (Primarily based on total revenues, Economical Preparing magazine 1996-2021) No. 1 company of 3rd-get together brokerage services to financial institutions and credit unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 Firm as of June 2021
Securities and advisory companies supplied via LPL Economic LLC, an SEC-registered broker-dealer and investment decision advisor. Member FINRA/SIPC.
During this communication, the terms “financial advisors” and “advisors” are utilized to refer to registered reps and/or financial investment advisor reps affiliated with LPL Money LLC. We routinely disclose data that may be critical to shareholders in the “Investor Relations” or “Press Releases” area of our internet site.
Clifford-Lewis Non-public Prosperity and LPL Money are separate entities.
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