Clifford-Lewis Private Wealth Launches With Support of LPL Strategic Wealth Services
CHARLOTTE, N.C., Jan. 25, 2022 (World NEWSWIRE) — LPL Fiscal LLC nowadays introduced that monetary advisors Pat Clifford and Tyler Lewis have released a new unbiased follow, Clifford-Lewis Private Prosperity, through affiliation with LPL Strategic Prosperity Expert services, which is made to aid the special needs of breakaway advisors. The advisors noted to LPL that they provide about $275 million in advisory, brokerage and retirement strategy belongings.* They join LPL from Wells Fargo Advisors.
Just about every team member delivers a distinctive track record and skillset to the Tyler, Texas-centered team. Clifford is a previous engineer and senior government in the oil and fuel sector who supplies a combination of know-how, commitment and own provider to his shoppers. He joined the fiscal expert services marketplace in 2002, teaming up with Director of Preparing Karen Vaughan about 10 yrs in the past. Vaughan, who holds a Chartered Retirement Planning Counselor designation and has 27 several years of industry knowledge, has developed a passion to aid clientele put together for retirement. Lewis joined the team virtually 4 a long time ago, bringing encounter as an advisor and also from the insurance policies and banking sector exactly where he held positions that help him fully grasp all the relocating components of clients’ fiscal life. Rounding out the crew is Director of Customer Relations Sherryl Miles, a 16 year market veteran who also joined the crew four several years in the past.
“We’ve constructed a crew that is deeply committed to serving our clients. We get it significantly when we tell them, ‘We’re below for you.’ It’s not a slogan. It is an intentional path that we wander each individual working day to assist clients take care of their portfolio, develop prosperity and prepare for a additional secure economical long run,” Clifford reported.
The workforce is also dedicated to continuously evolving their observe. That’s what led them to LPL. “We raise the bar just about every yr and count on to normally get better. But we ended up starting off to experience a little bit constrained, and acknowledged our group did not match into any one box,” Vaughan mentioned. “In get to achieve a larger level of excellence and excel in spots we’re passionate about, together with economical setting up, we desired to be unbiased.”
Video clip: Meet the Clifford-Lewis workforce
LPL Strategic Prosperity Services is the ‘ideal fit’
In their search for a new partner, LPL Strategic Prosperity Products and services stood out as the “ideal fit” for the long term of their exercise, Lewis reported. “We value that we very own the business enterprise and have management more than just about every choice, but we have a fantastic Strategic Prosperity Products and services group supporting us, enabling us to concentration on our customers and invest time carrying out what we love,” Lewis mentioned.
In addition to leveraging LPL’s built-in prosperity management platform and sophisticated resources required to operate a flourishing exercise, the LPL Strategic Wealth Products and services product provides ongoing, individualized assistance for each day functions and very long-expression small business administration. Early in the journey, Strategic Wealth Services bridges the transition to independence by supplying the group with dedicated aid and solutions to start their exercise, including actual estate make out, model growth, technology setup and HR assistance. As soon as the changeover is finish, the benefit shifts to the ongoing strategic, administrative, marketing and advertising and CFO guidance that lets advisors to remain focused on the enduring desires of their consumers, society and evolution of their practice.
“Every decision we make, which includes this a single about signing up for LPL, arrives down to what’s in the very best curiosity of our customers,” Clifford claimed. “We actually believe that that with this move, powered by the assist from LPL Strategic Prosperity Expert services, we can do some points to seriously revolutionize economical suggestions for our purchasers.”
Outdoors of function, Lewis is a previous skydiving mentor who has held his pilot’s license given that 2012. He is a deacon at his church and also actively included in the Smith Place A&M club. Vaughan, a mom of eight, is active in her church and volunteers with the A few Strands Ministry which is devoted to strengthening marriages. Clifford, an knowledgeable marathon runner, has served on the board of The Brook Hill University and as a trustee for The University of the Ozarks. He’s also a member of the Masons and the Shriners.
Scott Posner, LPL executive vice president, Enterprise Development, stated, “We welcome Pat, Tyler and their group to the LPL local community and congratulate them on the start of their new unbiased observe. We are dedicated to furnishing personalised aid for just about every stage of their journey as they increase their business on their own terms, evolve with the business and convey extra price to clientele. At LPL, we deliver best option and versatility in how advisors construct their best follow. We are a husband or wife for the very long operate, building investments in modern abilities and sturdy organization assets built to help advisors prosper. We appear ahead to a long and enjoyable romance with Clifford-Lewis Personal Prosperity.”
Much more on Clifford-Lewis Private Wealth.
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About LPL Economic:
LPL Money (Nasdaq: LPLA) was started on the basic principle that the firm should really do the job for the advisor, and not the other way all-around. These days, LPL is a leader** in the markets we provide, supporting additional than 19,000 monetary advisors, 800 institution-based financial commitment systems and 450 unbiased RIA firms nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that People in america should have access to personalized direction from a money advisor. At LPL, independence implies that advisors have the freedom they are worthy of to opt for the business model, providers, and know-how methods that make it possible for them to operate their excellent apply. And they have the liberty to take care of their shopper interactions, for the reason that they know their clientele finest. Merely set, we choose care of our advisors, so they can choose treatment of their shoppers.
* Value approximated based on asset and holding information furnished to LPL from the yr 2021
** Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Supplier in the U.S (Dependent on complete revenues, Monetary Setting up magazine 1996-2021) No. 1 provider of 3rd-social gathering brokerage companies to banking companies and credit history unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 Company as of June 2021
Securities and advisory services provided as a result of LPL Fiscal LLC, an SEC-registered broker-dealer and investment decision advisor. Member FINRA/SIPC.
During this communication, the terms “financial advisors” and “advisors” are utilized to refer to registered associates and/or financial investment advisor reps affiliated with LPL Fiscal LLC. We routinely disclose info that may be essential to shareholders in the “Investor Relations” or “Press Releases” area of our website.
Clifford-Lewis Personal Prosperity and LPL Money are independent entities.
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