CHARLOTTE, N.C., March 07, 2022 (World NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) today introduced that money advisors Richard DeYoung and Jessica Boehm have released a new unbiased follow, Highland Wealth Companions, via affiliation with LPL Strategic Wealth Services, a platform developed to guidance the distinctive needs of breakaway advisors. DeYoung and Boehm reported to LPL that they served close to $280 million in advisory, brokerage and retirement plan property.* They be a part of from Wells Fargo Advisors.
The seasoned advisors met four several years ago, placing up an immediate friendship and partnership, every recognizing they carry diverse strengths to the workforce. DeYoung has 40 several years of industry experience, starting up as an intern in the finance section of his alma mater, Stephen F. Austin Point out College, just before shifting to a occupation as an advisor. Boehm commenced doing the job as a receptionist in her father’s expenditure preparing organization. She became fascinated with investing and finding means to expand clients’ wealth, later joining the agency as a economic advisor whilst pursuing an economics diploma at the College of Houston.
Both equally advisors have a passion for investment decision setting up and providing a higher stage of palms-on, private prosperity administration solutions. With administrative help from Debbie Gregori and Cindy Binn, the workforce functions as a “financial quarterback” to support serve their clients’ extensive money demands. They deal with property for folks, trusts, non-earnings corporations and firms.
Seeking for much more freedom and the potential to function their business on their very own phrases, DeYoung and Boehm chose to start their unbiased exercise in The Woodlands, Texas. “In naming our exercise, we selected ‘Highland’ due to the fact it definitely fits with our vision of elevating the financial setting up encounter. We want to proceed to raise the bar for ourselves and supply our customers with elevated, customized company encounters,” Boehm reported.
Online video: Meet Richard and Jessica
“After careful exploration, we selected LPL Money due to the fact of its deep commitment to supporting our firm, and in convert, our clients,” DeYoung said. “It was crucial for us to be with a associate that prioritized our clients’ desires and pursuits over anything else. LPL’s complete aid, technologies and study, alongside with their transparency as a publicly traded firm and commitment to independence and choice, permits us to offer consumers with a huge assortment of diligently evaluated, non-proprietary expenditure products and solutions.”
Personalised support from LPL Strategic Wealth Expert services
The Highland crew chose to sign up for LPL Strategic Prosperity Solutions for the supplemental layer of individualized guidance and assets. Not only do Strategic Wealth advisors have entry to LPL’s integrated wealth administration platform, they also gain from devoted assist for day by day functions and extensive-time period business management. Groups are furnished with award-profitable*** changeover help suitable from the get started, as well as ongoing strategic, administrative, marketing and advertising and CFO guidance that permits advisors to remain targeted on the enduring wants of their consumers, culture and evolution of their observe. “With Strategic Prosperity Services, anything is presently created in and we’re not on our personal. This way, we can focus on what we do best and appreciate staying advisors,” Boehm explained.
It was also essential for the team to be capable to clear away financial investment minimums, as nicely as supply improved know-how and preparing instruments. “The shift permits us the biggest capability to present our purchasers considerably much more of our interest and get the job done in the optimum capability to assist serve their money desires,” DeYoung stated.
Scott Posner, LPL executive vice president, Enterprise Advancement, claimed, “It is an honor to welcome Richard and Jess to the LPL local community. We congratulate them on the start of their new unbiased apply and are deeply dedicated to supporting them together each and every move of this enjoyable new journey. The LPL Strategic Wealth Products and services system empowers advisors to grow their small business on their have terms, backed by impressive technological innovation, sturdy enterprise remedies and a devoted group to assistance their system and eyesight. We seem ahead to helping the Highlands staff elevate their clients’ experiences and are optimistic for what the upcoming holds with this excellent group.”
Find out much more at https://www.highlandwealthpartners.com/
Advisors, find an LPL enterprise development representative near you.
About LPL Fiscal:
LPL Financial (Nasdaq: LPLA) was started on the theory that the firm must operate for the advisor, and not the other way around. Today, LPL is a chief in the marketplaces we provide,** supporting just about 20,000 money advisors, and roughly 800 establishment-centered financial investment plans and 500 impartial RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered model and the perception that Individuals ought to have obtain to personalised steering from a economic advisor. At LPL, independence implies that advisors have the flexibility they have earned to pick out the company model, expert services, and engineering methods that allow for them to run their perfect follow. And they have the flexibility to take care of their customer interactions, mainly because they know their purchasers greatest. Merely put, we consider care of our advisors, so they can get treatment of their clientele.
* Benefit approximated based on asset and keeping particulars offered to LPL from the calendar year 2021
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Seller in the U.S. (Based mostly on overall revenues, Fiscal Scheduling magazine 1996-2021) No. 1 company of 3rd-get together brokerage products and services to banks and credit rating unions (2020-2021 Kehrer Bielan Study & Consulting Once-a-year TPM Report) Fortune 500 Business as of June 2021. LPL and its affiliated businesses present fiscal providers only from the United States.
*** 2021 WealthManagement.com Award Winner, Custodian- Changeover Help
Securities and advisory solutions provided through LPL Economic LLC, an SEC-registered broker-vendor and financial commitment advisor. Member FINRA/SIPC.
All through this communication, the phrases “financial advisors” and “advisors” are utilised to refer to registered associates and/or expense advisor associates affiliated with LPL Monetary LLC. We routinely disclose information that could be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our web site.
Highland Wealth Companions and LPL Economic are different entities.
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