CHARLOTTE, N.C., March 07, 2022 (World NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA) today declared that money advisors Richard DeYoung and Jessica Boehm have launched a new independent practice, Highland Wealth Associates, by way of affiliation with LPL Strategic Wealth Providers, a platform designed to assistance the one of a kind wants of breakaway advisors. DeYoung and Boehm reported to LPL that they served approximately $280 million in advisory, brokerage and retirement strategy belongings.* They be a part of from Wells Fargo Advisors.
The seasoned advisors met 4 a long time back, striking up an speedy friendship and partnership, each recognizing they deliver distinctive strengths to the group. DeYoung has 40 many years of industry practical experience, starting off as an intern in the finance office of his alma mater, Stephen F. Austin State College, before shifting to a occupation as an advisor. Boehm started doing work as a receptionist in her father’s expenditure arranging organization. She grew to become fascinated with investing and discovering strategies to improve clients’ wealth, later signing up for the business as a fiscal advisor though pursuing an economics diploma at the College of Houston.
The two advisors have a passion for financial commitment planning and providing a large amount of palms-on, private wealth administration expert services. With administrative aid from Debbie Gregori and Cindy Binn, the staff functions as a “financial quarterback” to aid provide their clients’ comprehensive economical needs. They handle assets for folks, trusts, non-revenue organizations and organizations.
Seeking for more freedom and the potential to operate their small business on their own terms, DeYoung and Boehm selected to start their independent practice in The Woodlands, Texas. “In naming our follow, we chose ‘Highland’ simply because it definitely fits with our vision of elevating the financial arranging practical experience. We want to carry on to increase the bar for ourselves and present our purchasers with elevated, customized provider activities,” Boehm reported.
Video: Fulfill Richard and Jessica
“After watchful exploration, we picked LPL Fiscal mainly because of its deep dedication to supporting our agency, and in change, our shoppers,” DeYoung explained. “It was significant for us to be with a companion that prioritized our clients’ needs and passions above anything else. LPL’s extensive assistance, technological innovation and investigation, alongside with their transparency as a publicly traded firm and perseverance to independence and choice, enables us to give customers with a wide vary of diligently evaluated, non-proprietary financial investment items.”
Personalized guidance from LPL Strategic Wealth Solutions
The Highland workforce chose to sign up for LPL Strategic Prosperity Providers for the added layer of personalized aid and methods. Not only do Strategic Prosperity advisors have accessibility to LPL’s integrated wealth management platform, they also advantage from focused support for day by day functions and lengthy-expression business enterprise management. Groups are supplied with award-profitable*** changeover assist correct from the start out, as perfectly as ongoing strategic, administrative, advertising and marketing and CFO assist that permits advisors to remain centered on the enduring requirements of their clients, lifestyle and evolution of their exercise. “With Strategic Prosperity Providers, everything is now designed in and we’re not on our have. This way, we can aim on what we do best and enjoy being advisors,” Boehm reported.
It was also essential for the crew to be in a position to clear away expenditure minimums, as effectively as offer improved technology and scheduling resources. “The transfer makes it possible for us the best skill to offer you our consumers significantly additional of our awareness and do the job in the optimum potential to support provide their financial demands,” DeYoung reported.
Scott Posner, LPL govt vice president, Business Development, explained, “It is an honor to welcome Richard and Jess to the LPL local community. We congratulate them on the launch of their new independent observe and are deeply dedicated to supporting them alongside each and every stage of this remarkable new journey. The LPL Strategic Prosperity Expert services system empowers advisors to develop their business enterprise on their have conditions, backed by innovative technological know-how, strong business enterprise solutions and a committed team to assistance their strategy and eyesight. We look forward to serving to the Highlands workforce elevate their clients’ ordeals and are optimistic for what the long term retains with this excellent workforce.”
Master extra at https://www.highlandwealthpartners.com/
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About LPL Fiscal:
LPL Fiscal (Nasdaq: LPLA) was established on the principle that the firm really should work for the advisor, and not the other way around. Nowadays, LPL is a chief in the markets we provide,** supporting nearly 20,000 monetary advisors, and around 800 institution-centered investment applications and 500 unbiased RIA companies nationwide. We are steadfast in our motivation to the advisor-centered product and the perception that Individuals are worthy of entry to personalised direction from a monetary advisor. At LPL, independence usually means that advisors have the freedom they are entitled to to choose the business design, solutions, and know-how means that let them to run their ideal observe. And they have the liberty to regulate their customer relationships, mainly because they know their shoppers ideal. Simply just set, we consider care of our advisors, so they can acquire care of their shoppers.
* Value approximated primarily based on asset and holding particulars delivered to LPL from the yr 2021
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S. (Based mostly on whole revenues, Economic Arranging journal 1996-2021) No. 1 provider of 3rd-social gathering brokerage products and services to financial institutions and credit history unions (2020-2021 Kehrer Bielan Study & Consulting Once-a-year TPM Report) Fortune 500 Organization as of June 2021. LPL and its affiliated organizations present financial providers only from the United States.
*** 2021 WealthManagement.com Award Winner, Custodian- Changeover Aid
Securities and advisory services made available by LPL Economical LLC, an SEC-registered broker-vendor and investment advisor. Member FINRA/SIPC.
During this interaction, the terms “financial advisors” and “advisors” are made use of to refer to registered reps and/or financial investment advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose data that may well be vital to shareholders in the “Investor Relations” or “Press Releases” area of our web site.
Highland Wealth Associates and LPL Economic are independent entities.
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