June 24, 2024


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Clifford-Lewis Private Wealth Launches With Support of LPL Strategic Wealth Services

CHARLOTTE, N.C., Jan. 25, 2022 (World NEWSWIRE) — LPL Fiscal LLC right now announced that money advisors Pat Clifford and Tyler Lewis have released a new impartial follow, Clifford-Lewis Personal Wealth, by affiliation with LPL Strategic Wealth Solutions, which is built to support the special demands of breakaway advisors. The advisors claimed to LPL that they provide about $275 million in advisory, brokerage and retirement plan property.* They sign up for LPL from Wells Fargo Advisors.

Each individual staff member delivers a special background and skillset to the Tyler, Texas-based mostly group. Clifford is a former engineer and senior govt in the oil and gas industry who presents a mixture of understanding, perseverance and individual services to his purchasers. He joined the economic expert services business in 2002, teaming up with Director of Scheduling Karen Vaughan about 10 yrs back. Vaughan, who holds a Chartered Retirement Setting up Counselor designation and has 27 several years of marketplace practical experience, has formulated a passion to assist purchasers put together for retirement. Lewis joined the group practically four many years ago, bringing working experience as an advisor and also from the coverage and banking business where by he held positions that enable him fully grasp all the going pieces of clients’ monetary lives. Rounding out the staff is Director of Shopper Relations Sherryl Miles, a 16 12 months marketplace veteran who also joined the group four decades back.

“We’ve crafted a crew that is deeply committed to serving our purchasers. We acquire it critically when we inform them, ‘We’re in this article for you.’ It is not a slogan. It is an intentional route that we walk each individual working day to assist customers manage their portfolio, develop prosperity and strategy for a extra protected financial potential,” Clifford reported.

The group is also dedicated to continuously evolving their exercise. That’s what led them to LPL. “We increase the bar just about every yr and be expecting to constantly get far better. But we were being starting off to sense a bit constrained, and identified our staff didn’t in shape into any a person box,” Vaughan explained. “In get to reach a better level of excellence and excel in locations we’re passionate about, including money planning, we required to be unbiased.”

Online video: Meet the Clifford-Lewis crew

LPL Strategic Wealth Solutions is the ‘ideal fit’
In their research for a new husband or wife, LPL Strategic Prosperity Expert services stood out as the “ideal fit” for the long term of their practice, Lewis explained. “We enjoy that we possess the enterprise and have management in excess of every final decision, but we have a wonderful Strategic Prosperity Services crew supporting us, enabling us to concentrate on our shoppers and commit time accomplishing what we like,” Lewis explained.

In addition to leveraging LPL’s integrated prosperity management system and subtle resources desired to run a flourishing practice, the LPL Strategic Prosperity Providers model provides ongoing, customized assistance for every day operations and prolonged-time period enterprise management. Early in the journey, Strategic Prosperity Products and services bridges the transition to independence by providing the crew with dedicated assist and companies to launch their apply, such as serious estate make out, brand growth, engineering setup and HR guidance. The moment the transition is entire, the value shifts to the ongoing strategic, administrative, marketing and CFO support that lets advisors to stay concentrated on the enduring wants of their customers, lifestyle and evolution of their apply.

“Every final decision we make, such as this one about becoming a member of LPL, arrives down to what’s in the ideal curiosity of our purchasers,” Clifford claimed. “We truly believe that with this go, run by the guidance from LPL Strategic Wealth Expert services, we can do some issues to genuinely revolutionize monetary suggestions for our customers.”

Exterior of work, Lewis is a previous skydiving coach who has held his pilot’s license given that 2012. He is a deacon at his church and also actively included in the Smith Nation A&M club. Vaughan, a mother of 8, is active in her church and volunteers with the A few Strands Ministry which is focused to strengthening marriages. Clifford, an experienced marathon runner, has served on the board of The Brook Hill Faculty 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 Improvement, reported, “We welcome Pat, Tyler and their workforce to the LPL neighborhood and congratulate them on the launch of their new independent follow. We are fully commited to offering personalised guidance for each action of their journey as they increase their small business on their possess terms, evolve with the market and convey far more benefit to clientele. At LPL, we supply best selection and adaptability in how advisors create their ideal observe. We are a lover for the lengthy operate, generating investments in impressive abilities and sturdy organization sources intended to assistance advisors thrive. We glance forward to a long and remarkable romance with Clifford-Lewis Private Prosperity.”

Far more on Clifford-Lewis Private Wealth.

Advisors, obtain an LPL company development representative near you.

About LPL Economic:
LPL Fiscal (Nasdaq: LPLA) was founded on the theory that the agency need to operate for the advisor, and not the other way around. These days, LPL is a chief** in the markets we serve, supporting a lot more than 19,000 fiscal advisors, 800 establishment-primarily based expense systems and 450 impartial RIA firms nationwide. We are steadfast in our dedication to the advisor-centered design and the perception that Us citizens deserve entry to customized guidance from a fiscal advisor. At LPL, independence usually means that advisors have the flexibility they have earned to decide on the enterprise product, expert services, and technology sources that enable them to run their great observe. And they have the flexibility to deal with their customer relationships, since they know their consumers most effective. Merely set, we consider treatment of our advisors, so they can get care of their customers.

* Worth approximated based on asset and keeping aspects presented to LPL from the yr 2021

** Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Seller in the U.S (Primarily based on whole revenues, Money Setting up journal 1996-2021) No. 1 service provider of third-celebration brokerage solutions to banks and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 Firm as of June 2021

Securities and advisory solutions supplied as a result of LPL Fiscal LLC, an SEC-registered broker-supplier and investment advisor. Member FINRA/SIPC. 

During this communication, the terms “financial advisors” and “advisors” are used to refer to registered associates and/or investment advisor reps affiliated with LPL Economic LLC. We routinely disclose information and facts that might be essential to shareholders in the “Investor Relations” or “Press Releases” section of our site.

Clifford-Lewis Non-public Prosperity and LPL Financial are independent entities.

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