CHARLOTTE, N.C., Feb. 02, 2022 (Globe NEWSWIRE) — LPL Monetary LLC (Nasdaq: LPLA) announced right now that father and son money advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with Silverleaf Wealth Management, an existing LPL organization. The father-son crew joins from Raymond James and documented to LPL it served around $200 million in advisory, brokerage and retirement program belongings*.
Collectively, the pair brings more than 60 several years of expertise supporting a variety of clients as a result of personalized financial investment and wealth management approaches that tackle their unique needs. With a history in facts technology, Jeremy grew up viewing his father make a change in the lives of small business house owners, corporate executives, health care professionals, family members and retirees by supporting them get the job done towards their desires as a result of individualized fiscal scheduling. He later on went on to get the job done together with Steve ahead of in the end taking on a direct function in their follow in 2014.
“As a loved ones workforce that has worked collectively for around a decade, my father and I are in lock stage about what it implies to be a monetary husband or wife,” Jeremy claimed. “We’ve regarded a lot of of our consumers for years and find great fulfilment in helping them work toward their ambitions and monetary milestones.”
In considering how to give their customers with the greatest feasible methods to serve their financial targets, Jeremy and his father determined they necessary a additional adaptable company product, turning Silverleaf and LPL for the up coming chapter of their journey.
“Ever given that I was a boy or girl, it’s been my desire to possess my life’s get the job done – and this transfer to Silverleaf, accompanied by the backing of LPL, will permit me to do exactly that,” Jeremy reported. “LPL offers the versatility to run my business the way I want to and serve our clients’ thorough economic demands. Shoppers want a holistic approach to their finances, and with the capability to faucet into professionals this kind of as CPAs and lawyers, I can give my clientele differentiated company ordeals and the notice they deserve.”
Justin Gibson, president of Silverleaf Prosperity Administration, explained, “We’re thrilled to welcome Jeremy and Steve to the relatives, and are honored they turned to us as they evolve their observe. At Silverleaf, we believe our teamwork approach adds a broader viewpoint to all we do and supplies enhanced benefits to our advisors and shoppers. Together with LPL, we will get the job done tricky to assist the Friedman team as they increase their enterprise and carry on to give their clientele base with excellent care and notice.”
Scott Posner, LPL executive vice president, Organization Growth, explained, “We lengthen a heat welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on including two top quality fiscal advisors to their network. We’re self-confident that LPL’s innovative engineering and differentiated provider encounters will provide a audio basis for Jeremy and Steve’s ongoing advancement. We appear forward to a extended-lasting and profitable partnership with them and the Silverleaf group.”
Advisors, discover an LPL business growth representative near you.
About LPL Money
LPL Fiscal (Nasdaq: LPLA) was started on the theory that the company ought to function for the advisor, and not the other way all around. Right now, LPL is a chief** in the markets we serve, supporting much more than 19,000 financial advisors, 800 establishment-dependent financial commitment plans and 450 unbiased RIA firms nationwide. We are steadfast in our motivation to the advisor-centered model and the belief that Us residents ought to have entry to individualized steerage from a financial advisor. At LPL, independence signifies that advisors have the independence they have earned to choose the enterprise product, products and services, and technologies resources that make it possible for them to run their great practice. And they have the flexibility to manage their consumer interactions, for the reason that they know their consumers greatest. Merely put, we consider care of our advisors, so they can get treatment of their shoppers.
* Benefit approximated based on asset and holding particulars offered to LPL from the 12 months 2021
** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Supplier in the U.S. (Based on full revenues, Economical Organizing journal 1996-2021) No. 1 service provider of 3rd-party brokerage products and services to banking companies and credit score unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – centered on noted Belongings Beneath Management by Silverleaf Advisor Group – a registered investment decision advisor.
Securities and advisory solutions provided by means of LPL Monetary LLC, an SEC-registered broker-dealer and expenditure advisor. Member FINRA/ SIPC Advisory Providers also made available by Silverleaf Advisor Team, a registered expense adviser.
All through this interaction, the conditions “financial advisors” and “advisors” are made use of to refer to registered representatives and/or expense advisor associates affiliated with LPL Economic LLC. We routinely disclose information and facts that may be crucial to shareholders in the “Investor Relations” or “Press Releases” portion of our internet site.
Silverleaf Wealth Management, Silverleaf Advisor Group and LPL Monetary are individual entities.
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