CHARLOTTE, N.C., Feb. 02, 2022 (World NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) announced these days that father and son financial advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-dealer, hybrid registered investment decision advisor (RIA) and custodial platforms, aligned with Silverleaf Prosperity Management, an present LPL agency. The father-son crew joins from Raymond James and noted to LPL it served roughly $200 million in advisory, brokerage and retirement approach property*.
Collectively, the pair brings a lot more than 60 a long time of encounter supporting a selection of shoppers as a result of custom-made financial commitment and prosperity administration tactics that address their special needs. With a background in facts technological know-how, Jeremy grew up looking at his father make a variance in the life of small business homeowners, corporate executives, healthcare professionals, family members and retirees by supporting them do the job toward their dreams through individualized economic arranging. He later on went on to work along with Steve prior to ultimately using on a direct job in their follow in 2014.
“As a household crew that has worked jointly for in excess of a ten years, my father and I are in lock stage about what it signifies to be a monetary husband or wife,” Jeremy explained. “We’ve regarded several of our shoppers for a long time and locate fantastic fulfilment in encouraging them perform towards their plans and monetary milestones.”
In thinking about how to present their shoppers with the very best achievable means to provide their monetary objectives, Jeremy and his father decided they needed a much more versatile business model, turning Silverleaf and LPL for the upcoming chapter of their journey.
“Ever considering that I was a youngster, it’s been my desire to very own my life’s get the job done – and this transfer to Silverleaf, accompanied by the backing of LPL, will permit me to do specifically that,” Jeremy mentioned. “LPL delivers the flexibility to run my business the way I want to and serve our clients’ thorough money wants. Clients want a holistic tactic to their finances, and with the capability to tap into authorities such as CPAs and lawyers, I can give my purchasers differentiated support activities and the interest they deserve.”
Justin Gibson, president of Silverleaf Wealth Administration, stated, “We’re thrilled to welcome Jeremy and Steve to the family, and are honored they turned to us as they evolve their exercise. At Silverleaf, we feel our teamwork solution provides a broader perspective to all we do and offers improved advantages to our advisors and consumers. Alongside one another with LPL, we will get the job done really hard to assistance the Friedman crew as they grow their business and go on to supply their clientele foundation with outstanding treatment and awareness.”
Scott Posner, LPL govt vice president, Enterprise Development, explained, “We extend a heat welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on incorporating two top quality financial advisors to their community. We’re self-assured that LPL’s innovative technological know-how and differentiated services activities will provide a audio basis for Jeremy and Steve’s ongoing expansion. We look ahead to a extensive-long lasting and productive partnership with them and the Silverleaf workforce.”
Advisors, obtain an LPL business enterprise progress representative near you.
About LPL Monetary
LPL Financial (Nasdaq: LPLA) was founded on the basic principle that the organization must function for the advisor, and not the other way all around. Now, LPL is a leader** in the markets we serve, supporting additional than 19,000 economic advisors, 800 establishment-based mostly financial commitment plans and 450 impartial RIA corporations nationwide. We are steadfast in our determination to the advisor-centered model and the perception that Us residents ought to have obtain to customized advice from a financial advisor. At LPL, independence signifies that advisors have the independence they are worthy of to pick the enterprise design, solutions, and technology methods that enable them to run their ideal observe. And they have the freedom to handle their customer interactions, mainly because they know their clients very best. Simply just place, we acquire treatment of our advisors, so they can take care of their shoppers.
* Price approximated based mostly on asset and holding facts provided to LPL from the yr 2021
** Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Seller in the U.S. (Centered on overall revenues, Monetary Organizing magazine 1996-2021) No. 1 service provider of 3rd-party brokerage solutions to banking companies and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – primarily based on noted Property Less than Administration by Silverleaf Advisor Team – a registered financial investment advisor.
Securities and advisory products and services available through LPL Financial LLC, an SEC-registered broker-seller and expense advisor. Member FINRA/ SIPC Advisory Expert services also provided via Silverleaf Advisor Group, a registered investment adviser.
Through this interaction, the terms “financial advisors” and “advisors” are applied to refer to registered associates and/or financial commitment advisor associates affiliated with LPL Money LLC. We routinely disclose info that may possibly be essential to shareholders in the “Investor Relations” or “Press Releases” part of our web site.
Silverleaf Prosperity Administration, Silverleaf Advisor Group and LPL Fiscal are independent entities.
Hook up with Us!