Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services

CHARLOTTE, N.C., March 07, 2022 (World NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) today introduced that fiscal advisors Richard DeYoung and Jessica Boehm have launched a new independent observe, Highland Wealth Associates, via affiliation with LPL Strategic Wealth Products and services, a platform built to assist the exclusive wants of breakaway advisors. DeYoung and Boehm claimed to LPL that they served approximately $280 million in advisory, brokerage and retirement system assets.* They join from Wells Fargo Advisors.

The seasoned advisors fulfilled four many years back, putting up an instant friendship and partnership, each and every recognizing they deliver unique strengths to the group. DeYoung has 40 a long time of industry practical experience, starting as an intern in the finance department of his alma mater, Stephen F. Austin State University, before shifting to a vocation as an advisor. Boehm began performing as a receptionist in her father’s expenditure setting up company. She turned fascinated with investing and finding approaches to expand clients’ wealth, afterwards becoming a member of the business as a money advisor while pursuing an economics degree at the University of Houston.

Equally advisors have a enthusiasm for expense arranging and furnishing a high level of hands-on, personal wealth management products and services. With administrative guidance from Debbie Gregori and Cindy Binn, the crew acts as a “financial quarterback” to enable serve their clients’ complete financial requirements. They deal with belongings for people, trusts, non-profit businesses and enterprises.

Seeking for much more freedom and the potential to operate their enterprise on their possess conditions, DeYoung and Boehm selected to launch their unbiased follow in The Woodlands, Texas. “In naming our apply, we selected ‘Highland’ mainly because it truly matches with our vision of elevating the money arranging encounter. We want to continue on to elevate the bar for ourselves and deliver our purchasers with elevated, customized service ordeals,” Boehm explained.

Video: Meet up with Richard and Jessica

“After careful analysis, we selected LPL Economic due to the fact of its deep determination to supporting our firm, and in transform, our clientele,” DeYoung mentioned. “It was vital for us to be with a husband or wife that prioritized our clients’ requires and interests previously mentioned anything else. LPL’s thorough assist, engineering and exploration, along with their transparency as a publicly traded organization and perseverance to independence and option, enables us to give clientele with a large assortment of diligently evaluated, non-proprietary financial commitment goods.”

Personalized aid from LPL Strategic Prosperity Products and services
The Highland team chose to be part of LPL Strategic Wealth Solutions for the extra layer of customized assist and means. Not only do Strategic Wealth advisors have obtain to LPL’s integrated wealth management platform, they also gain from focused help for every day operations and very long-time period company administration. Groups are delivered with award-successful*** transition assistance suitable from the get started, as properly as ongoing strategic, administrative, marketing and CFO support that lets advisors to remain targeted on the enduring wants of their shoppers, society and evolution of their practice. “With Strategic Prosperity Expert services, every thing is already constructed in and we’re not on our possess. This way, we can focus on what we do best and enjoy becoming advisors,” Boehm reported.

It was also vital for the crew to be ready to take out expenditure minimums, as well as offer you increased technologies and scheduling instruments. “The shift permits us the biggest ability to supply our consumers much far more of our awareness and get the job done in the maximum capability to assistance provide their economic requires,” DeYoung reported.

Scott Posner, LPL government vice president, Company Development, claimed, “It is an honor to welcome Richard and Jess to the LPL group. We congratulate them on the launch of their new independent apply and are deeply committed to supporting them alongside each individual stage of this thrilling new journey. The LPL Strategic Prosperity Services system empowers advisors to increase their small business on their very own conditions, backed by ground breaking technology, robust small business options and a committed workforce to support their technique and eyesight. We seem ahead to helping the Highlands crew elevate their clients’ ordeals and are optimistic for what the long term holds with this good workforce.”

Study more at https://www.highlandwealthpartners.com/

Advisors, discover an LPL small business progress representative near you.

About LPL Economical:
LPL Fiscal (Nasdaq: LPLA) was established on the principle that the organization ought to function for the advisor, and not the other way all-around. Now, LPL is a leader in the marketplaces we provide,** supporting just about 20,000 economical advisors, and somewhere around 800 institution-dependent financial commitment plans and 500 unbiased RIA firms nationwide. We are steadfast in our commitment to the advisor-centered product and the belief that Us citizens should have entry to customized advice from a economical advisor. At LPL, independence suggests that advisors have the flexibility they are entitled to to select the small business product, solutions, and know-how methods that make it possible for them to operate their ideal apply. And they have the freedom to regulate their client interactions, mainly because they know their purchasers most effective. Simply put, we choose care of our advisors, so they can just take care of their purchasers.

* Price approximated primarily based on asset and keeping aspects presented to LPL from the calendar year 2021

**Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Seller in the U.S. (Based on whole revenues, Financial Setting up magazine 1996-2021) No. 1 supplier of third-social gathering brokerage providers to financial institutions and credit score unions (2020-2021 Kehrer Bielan Analysis & Consulting Yearly TPM Report) Fortune 500 Company as of June 2021. LPL and its affiliated organizations provide money expert services only from the United States.

*** 2021 WealthManagement.com Award Winner, Custodian- Changeover Aid

Securities and advisory expert services available by way of LPL Financial LLC, an SEC-registered broker-seller and financial commitment advisor. Member FINRA/SIPC. 

All over this interaction, the conditions “financial advisors” and “advisors” are utilised to refer to registered reps and/or expenditure advisor representatives affiliated with LPL Money LLC. We routinely disclose data that may perhaps be important to shareholders in the “Investor Relations” or “Press Releases” portion of our web page.

Highland Wealth Companions and LPL Money are separate entities.

Link with Us!





Media Make contact with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]

Next Post

LPL Financial to Present at the Wolfe FinTech Forum 2022

SAN DIEGO, March 03, 2022 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) today introduced that Chief Monetary Officer Matt Audette will existing at the Wolfe FinTech Forum on March 10. The virtual presentation can take location at 1:00 p.m. ET. A dwell audio webcast of the presentation will be available at […]