CHARLOTTE, N.C., Jan. 25, 2022 (Globe NEWSWIRE) — LPL Fiscal LLC nowadays declared that monetary advisors Pat Clifford and Tyler Lewis have released a new independent exercise, Clifford-Lewis Non-public Wealth, by way of affiliation with LPL Strategic Prosperity Providers, which is developed to assist the one of a kind wants of breakaway advisors. The advisors claimed to LPL that they serve somewhere around $275 million in advisory, brokerage and retirement prepare property.* They sign up for LPL from Wells Fargo Advisors.
Each staff member provides a exceptional track record and skillset to the Tyler, Texas-centered group. Clifford is a former engineer and senior government in the oil and gasoline marketplace who provides a combination of know-how, perseverance and individual company to his shoppers. He joined the money solutions industry in 2002, teaming up with Director of Preparing Karen Vaughan about 10 a long time ago. Vaughan, who holds a Chartered Retirement Preparing Counselor designation and has 27 a long time of field working experience, has created a enthusiasm to help clientele put together for retirement. Lewis joined the group approximately four yrs in the past, bringing working experience as an advisor and also from the insurance policies and banking market where he held positions that aid him have an understanding of all the shifting components of clients’ monetary life. Rounding out the team is Director of Client Relations Sherryl Miles, a 16 12 months field veteran who also joined the staff four years in the past.
“We’ve created a team that is deeply dedicated to serving our consumers. We consider it critically when we inform them, ‘We’re below for you.’ It’s not a slogan. It is an intentional route that we stroll each working day to enable clients control their portfolio, build wealth and strategy for a a lot more secure money long term,” Clifford said.
The crew is also committed to consistently evolving their observe. Which is what led them to LPL. “We raise the bar each individual yr and assume to normally get greater. But we were starting off to sense a bit constrained, and acknowledged our staff didn’t match into any a single box,” Vaughan reported. “In get to attain a better degree of excellence and excel in spots we’re passionate about, which include financial preparing, we essential to be impartial.”
Video: Meet up with the Clifford-Lewis team
LPL Strategic Wealth Products and services is the ‘ideal fit’
In their search for a new lover, LPL Strategic Wealth Expert services stood out as the “ideal fit” for the long run of their observe, Lewis stated. “We appreciate that we personal the company and have control in excess of just about every conclusion, but we have a great Strategic Wealth Solutions staff supporting us, enabling us to emphasis on our shoppers and shell out time doing what we love,” Lewis stated.
In addition to leveraging LPL’s integrated wealth management system and refined sources necessary to run a thriving exercise, the LPL Strategic Prosperity Products and services product delivers ongoing, customized guidance for daily operations and lengthy-phrase small business administration. Early in the journey, Strategic Prosperity Products and services bridges the changeover to independence by giving the crew with focused assistance and services to start their exercise, including serious estate construct out, manufacturer enhancement, know-how setup and HR assist. After the changeover is comprehensive, the value shifts to the ongoing strategic, administrative, marketing and CFO support that allows advisors to continue to be focused on the enduring needs of their purchasers, lifestyle and evolution of their exercise.
“Every decision we make, which includes this a single about becoming a member of LPL, comes down to what is in the finest interest of our customers,” Clifford explained. “We definitely believe that that with this move, driven by the aid from LPL Strategic Prosperity Products and services, we can do some items to seriously revolutionize economic suggestions for our customers.”
Outside of operate, 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 involved in the Smith Region A&M club. Vaughan, a mother of eight, is energetic in her church and volunteers with the A few Strands Ministry which is devoted to strengthening marriages. Clifford, an expert marathon runner, has served on the board of The Brook Hill College and as a trustee for The University of the Ozarks. He’s also a member of the Masons and the Shriners.
Scott Posner, LPL government vice president, Business Improvement, reported, “We welcome Pat, Tyler and their staff to the LPL local community and congratulate them on the launch of their new unbiased apply. We are fully commited to giving personalised assistance for each and every stage of their journey as they grow their company on their have conditions, evolve with the marketplace and provide far more benefit to shoppers. At LPL, we give greatest choice and flexibility in how advisors build their best observe. We are a partner for the prolonged operate, generating investments in progressive capabilities and robust business enterprise methods developed to help advisors thrive. We glance ahead to a very long and remarkable romantic relationship with Clifford-Lewis Non-public Wealth.”
Extra on Clifford-Lewis Private Prosperity.
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LPL Economical (Nasdaq: LPLA) was founded on the basic principle that the firm must operate for the advisor, and not the other way about. Now, LPL is a chief** in the marketplaces we provide, supporting additional than 19,000 fiscal advisors, 800 establishment-primarily based financial investment programs and 450 independent RIA companies nationwide. We are steadfast in our determination to the advisor-centered design and the belief that People should have obtain to personalised advice from a fiscal advisor. At LPL, independence signifies that advisors have the independence they ought to have to select the business enterprise design, providers, and engineering sources that allow them to run their ideal observe. And they have the flexibility to handle their shopper relationships, because they know their clientele ideal. Basically place, we take treatment of our advisors, so they can consider treatment of their consumers.
* Price approximated centered on asset and holding specifics provided to LPL from the 12 months 2021
** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Dealer in the U.S (Based mostly on full revenues, Economical Organizing journal 1996-2021) No. 1 company of third-social gathering brokerage providers to banking companies and credit history unions (2020-2021 Kehrer Bielan Study & Consulting Once-a-year TPM Report) Fortune 500 Corporation as of June 2021
Securities and advisory services available by LPL Fiscal LLC, an SEC-registered broker-supplier and investment decision advisor. Member FINRA/SIPC.
Through this interaction, the phrases “financial advisors” and “advisors” are applied to refer to registered reps and/or financial investment advisor representatives affiliated with LPL Monetary LLC. We routinely disclose information and facts that may be vital to shareholders in the “Investor Relations” or “Press Releases” area of our web site.
Clifford-Lewis Personal Wealth and LPL Monetary are individual entities.
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