Clifford-Lewis Private Wealth Launches With Support of LPL Strategic Wealth Services
CHARLOTTE, N.C., Jan. 25, 2022 (Globe NEWSWIRE) — LPL Monetary LLC these days declared that monetary advisors Pat Clifford and Tyler Lewis have launched a new independent practice, Clifford-Lewis Private Wealth, by affiliation with LPL Strategic Wealth Services, which is created to assist the exclusive needs of breakaway advisors. The advisors documented to LPL that they provide around $275 million in advisory, brokerage and retirement strategy property.* They sign up for LPL from Wells Fargo Advisors.
Every workforce member brings a distinctive track record and skillset to the Tyler, Texas-based team. Clifford is a previous engineer and senior executive in the oil and fuel marketplace who supplies a mix of information, commitment and individual company to his purchasers. He joined the economical products and services field in 2002, teaming up with Director of Arranging Karen Vaughan about 10 decades ago. Vaughan, who retains a Chartered Retirement Preparing Counselor designation and has 27 a long time of sector practical experience, has produced a enthusiasm to assistance consumers prepare for retirement. Lewis joined the group approximately four years back, bringing practical experience as an advisor and also from the insurance and banking sector where by he held positions that assist him fully grasp all the relocating areas of clients’ money lives. Rounding out the group is Director of Consumer Relations Sherryl Miles, a 16 year sector veteran who also joined the group 4 several years ago.
“We’ve created a team that is deeply dedicated to serving our consumers. We acquire it seriously when we inform them, ‘We’re right here for you.’ It is not a slogan. It is an intentional path that we walk each working day to enable customers deal with their portfolio, construct prosperity and strategy for a extra protected fiscal long term,” Clifford stated.
The group is also dedicated to frequently evolving their exercise. That’s what led them to LPL. “We elevate the bar just about every yr and hope to normally get much better. But we were being starting to truly feel a bit constrained, and recognized our group did not healthy into any just one box,” Vaughan explained. “In get to arrive at a increased amount of excellence and excel in areas we’re passionate about, which includes financial arranging, we needed to be unbiased.”
Video: Meet up with the Clifford-Lewis group
LPL Strategic Wealth Services is the ‘ideal fit’
In their research for a new companion, LPL Strategic Wealth Services stood out as the “ideal fit” for the future of their apply, Lewis said. “We respect that we very own the company and have regulate more than every determination, but we have a good Strategic Prosperity Products and services workforce supporting us, enabling us to emphasis on our purchasers and invest time accomplishing what we love,” Lewis stated.
In addition to leveraging LPL’s built-in prosperity management system and refined sources needed to operate a flourishing observe, the LPL Strategic Wealth Companies design delivers ongoing, individualized guidance for day by day operations and long-term company management. Early in the journey, Strategic Prosperity Services bridges the transition to independence by providing the staff with dedicated help and expert services to launch their exercise, such as serious estate create out, model enhancement, know-how setup and HR assist. Once the changeover is total, the value shifts to the ongoing strategic, administrative, advertising and marketing and CFO aid that will allow advisors to stay concentrated on the enduring requirements of their purchasers, culture and evolution of their exercise.
“Every selection we make, together with this a single about signing up for LPL, will come down to what’s in the best interest of our clients,” Clifford mentioned. “We certainly believe that with this move, run by the assist from LPL Strategic Prosperity Services, we can do some things to truly revolutionize monetary tips for our customers.”
Outside the house of get the job done, Lewis is a previous skydiving coach who has held his pilot’s license considering the fact that 2012. He is a deacon at his church and also actively involved in the Smith Region A&M club. Vaughan, a mom of 8, is active in her church and volunteers with the A few Strands Ministry which is focused to strengthening marriages. Clifford, an professional marathon runner, has served on the board of The Brook Hill University and as a trustee for The College of the Ozarks. He’s also a member of the Masons and the Shriners.
Scott Posner, LPL govt vice president, Small business Growth, claimed, “We welcome Pat, Tyler and their staff to the LPL group and congratulate them on the launch of their new independent exercise. We are fully commited to furnishing personalized assistance for just about every move of their journey as they mature their business on their have phrases, evolve with the marketplace and deliver additional benefit to clientele. At LPL, we supply supreme choice and versatility in how advisors construct their perfect apply. We are a companion for the long operate, producing investments in impressive abilities and robust small business sources designed to support advisors thrive. We search forward to a extended and fascinating connection with Clifford-Lewis Personal Wealth.”
Additional on Clifford-Lewis Personal Wealth.
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About LPL Economic:
LPL Monetary (Nasdaq: LPLA) was launched on the principle that the agency should really perform for the advisor, and not the other way all-around. Now, LPL is a leader** in the marketplaces we provide, supporting a lot more than 19,000 economical advisors, 800 institution-based mostly financial investment packages and 450 independent RIA companies nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that Americans ought to have obtain to personalised guidance from a fiscal advisor. At LPL, independence suggests that advisors have the independence they have earned to pick out the business enterprise product, providers, and engineering resources that permit them to run their ideal apply. And they have the freedom to deal with their shopper associations, because they know their consumers very best. Only put, we just take care of our advisors, so they can acquire care of their purchasers.
* Value approximated dependent on asset and keeping facts offered to LPL from the yr 2021
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Throughout this interaction, the phrases “financial advisors” and “advisors” are made use of to refer to registered associates and/or expense advisor representatives affiliated with LPL Monetary LLC. We routinely disclose facts that might be important to shareholders in the “Investor Relations” or “Press Releases” part of our website.
Clifford-Lewis Personal Prosperity and LPL Financial are independent entities.
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