June 21, 2024


Imagination at work

Clifford-Lewis Private Wealth Launches With Support of LPL Strategic Wealth Services

CHARLOTTE, N.C., Jan. 25, 2022 (Globe NEWSWIRE) — LPL Money LLC nowadays declared that fiscal advisors Pat Clifford and Tyler Lewis have launched a new independent exercise, Clifford-Lewis Private Prosperity, via affiliation with LPL Strategic Prosperity Expert services, which is designed to help the special wants of breakaway advisors. The advisors noted to LPL that they provide somewhere around $275 million in advisory, brokerage and retirement program belongings.* They be part of LPL from Wells Fargo Advisors.

Every single staff member brings a one of a kind track record and skillset to the Tyler, Texas-primarily based team. Clifford is a former engineer and senior govt in the oil and fuel market who provides a blend of information, commitment and private support to his consumers. He joined the financial products and services marketplace in 2002, teaming up with Director of Arranging Karen Vaughan about 10 several years in the past. Vaughan, who retains a Chartered Retirement Scheduling Counselor designation and has 27 many years of business practical experience, has developed a enthusiasm to assistance shoppers put together for retirement. Lewis joined the group just about four many years back, bringing encounter as an advisor and also from the insurance coverage and banking market in which he held positions that assist him comprehend all the shifting parts of clients’ fiscal lives. Rounding out the team is Director of Customer Relations Sherryl Miles, a 16 year business veteran who also joined the team four decades back.

“We’ve built a team that is deeply dedicated to serving our customers. We get it seriously when we tell them, ‘We’re below for you.’ It is 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 more safe economical long term,” Clifford said.

The workforce is also fully commited to consistently evolving their practice. Which is what led them to LPL. “We raise the bar every single year and expect to usually get better. But we had been starting up to sense a little bit constrained, and recognized our staff didn’t in shape into any just one box,” Vaughan explained. “In buy to achieve a bigger stage of excellence and excel in areas we’re passionate about, together with financial setting up, we desired to be impartial.”

Video: Meet up with the Clifford-Lewis staff

LPL Strategic Wealth Solutions is the ‘ideal fit’
In their research for a new lover, LPL Strategic Wealth Companies stood out as the “ideal fit” for the upcoming of their follow, Lewis explained. “We take pleasure in that we have the business enterprise and have manage about just about every choice, but we have a great Strategic Wealth Solutions team supporting us, enabling us to concentration on our purchasers and commit time carrying out what we really like,” Lewis said.

In addition to leveraging LPL’s built-in prosperity administration system and advanced methods wanted to run a thriving exercise, the LPL Strategic Prosperity Products and services product provides ongoing, personalized assistance for everyday operations and extended-term organization management. Early in the journey, Strategic Prosperity Solutions bridges the transition to independence by providing the workforce with focused guidance and products and services to launch their follow, including genuine estate establish out, model development, technological innovation set up and HR help. At the time the changeover is finish, the price shifts to the ongoing strategic, administrative, advertising and marketing and CFO assistance that allows advisors to remain concentrated on the enduring requires of their clientele, lifestyle and evolution of their exercise.

“Every determination we make, which includes this a single about signing up for LPL, arrives down to what’s in the finest curiosity of our clients,” Clifford claimed. “We definitely believe that with this transfer, run by the assist from LPL Strategic Prosperity Companies, we can do some items to seriously revolutionize fiscal advice for our customers.”

Outside of do the job, Lewis is a former skydiving mentor who has held his pilot’s license considering the fact that 2012. He is a deacon at his church and also actively associated in the Smith Country A&M club. Vaughan, a mom of 8, is lively in her church and volunteers with the Three Strands Ministry which is focused to strengthening marriages. Clifford, an expert 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, Small business Advancement, reported, “We welcome Pat, Tyler and their group to the LPL group and congratulate them on the start of their new impartial practice. We are dedicated to furnishing personalised support for every move of their journey as they expand their organization on their individual conditions, evolve with the marketplace and deliver more value to clients. At LPL, we provide supreme selection and versatility in how advisors establish their great exercise. We are a husband or wife for the very long operate, earning investments in modern abilities and robust organization means intended to aid advisors prosper. We appear ahead to a lengthy and interesting connection with Clifford-Lewis Personal Wealth.”

Additional on Clifford-Lewis Private Wealth.

Advisors, uncover an LPL company progress representative near you.

About LPL Monetary:
LPL Financial (Nasdaq: LPLA) was established on the basic principle that the agency need to get the job done for the advisor, and not the other way all around. Now, LPL is a leader** in the marketplaces we serve, supporting a lot more than 19,000 monetary advisors, 800 establishment-centered expense applications and 450 independent RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered design and the belief that Individuals should have entry to personalized steerage from a economical advisor. At LPL, independence indicates that advisors have the liberty they are entitled to to decide on the small business design, companies, and know-how sources that permit them to run their best follow. And they have the liberty to handle their client interactions, simply because they know their shoppers greatest. Simply just put, we get treatment of our advisors, so they can consider care of their shoppers.

* Benefit approximated dependent on asset and keeping details provided to LPL from the calendar year 2021

** Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Seller in the U.S (Centered on full revenues, Fiscal Scheduling journal 1996-2021) No. 1 service provider of 3rd-bash brokerage expert services to banking institutions and credit score unions (2020-2021 Kehrer Bielan Analysis & Consulting Once-a-year TPM Report) Fortune 500 Enterprise as of June 2021

Securities and advisory services supplied as a result of LPL Fiscal LLC, an SEC-registered broker-dealer and financial investment advisor. Member FINRA/SIPC. 

Through this conversation, the conditions “financial advisors” and “advisors” are made use of to refer to registered representatives and/or investment advisor associates affiliated with LPL Financial LLC. We routinely disclose info that may possibly be essential to shareholders in the “Investor Relations” or “Press Releases” portion of our web site.

Clifford-Lewis Personal Prosperity and LPL Monetary are independent entities.

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Media Get in touch with:
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