Get The New Business

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

5 min read

CHARLOTTE, N.C., Jan. 25, 2022 (World NEWSWIRE) — LPL Economic LLC right now announced that money advisors Pat Clifford and Tyler Lewis have released a new impartial practice, Clifford-Lewis Non-public Wealth, by affiliation with LPL Strategic Prosperity Providers, which is made to assistance the one of a kind desires of breakaway advisors. The advisors claimed to LPL that they serve approximately $275 million in advisory, brokerage and retirement strategy belongings.* They be part of LPL from Wells Fargo Advisors.

Every crew member provides a one of a kind background and skillset to the Tyler, Texas-centered team. Clifford is a former engineer and senior executive in the oil and gasoline marketplace who delivers a mix of knowledge, determination and private services to his purchasers. He joined the financial services field in 2002, teaming up with Director of Arranging Karen Vaughan about 10 decades in the past. Vaughan, who holds a Chartered Retirement Organizing Counselor designation and has 27 years of marketplace encounter, has created a passion to assistance consumers put together for retirement. Lewis joined the workforce just about four several years in the past, bringing knowledge as an advisor and also from the coverage and banking sector in which he held positions that help him realize all the transferring components of clients’ monetary lives. Rounding out the group is Director of Customer Relations Sherryl Miles, a 16 12 months marketplace veteran who also joined the group 4 years back.

“We’ve created a team that is deeply dedicated to serving our shoppers. We just take it severely when we explain to them, ‘We’re right here for you.’ It is not a slogan. It’s an intentional route that we wander each and every day to enable customers handle their portfolio, make prosperity and program for a much more secure economical long run,” Clifford stated.

The crew is also dedicated to continually evolving their exercise. Which is what led them to LPL. “We increase the bar every single yr and count on to always get superior. But we had been beginning to sense a little bit constrained, and recognized our crew didn’t healthy into any one particular box,” Vaughan stated. “In order to get to a larger amount of excellence and excel in regions we’re passionate about, like money setting up, we needed to be impartial.”

Video: Fulfill the Clifford-Lewis team

LPL Strategic Prosperity Products and services is the ‘ideal fit’
In their research for a new companion, LPL Strategic Wealth Companies stood out as the “ideal fit” for the foreseeable future of their practice, Lewis explained. “We take pleasure in that we individual the business and have regulate about each determination, but we have a excellent Strategic Wealth Solutions workforce supporting us, enabling us to concentration on our purchasers and spend time carrying out what we enjoy,” Lewis claimed.

In addition to leveraging LPL’s built-in prosperity administration platform and innovative methods necessary to run a flourishing apply, the LPL Strategic Prosperity Expert services design provides ongoing, individualized assistance for day by day operations and extensive-phrase business enterprise management. Early in the journey, Strategic Prosperity Solutions bridges the transition to independence by offering the crew with devoted support and products and services to start their apply, such as authentic estate make out, brand name growth, technology setup and HR assistance. The moment the transition is comprehensive, the worth shifts to the ongoing strategic, administrative, promoting and CFO support that permits advisors to continue to be focused on the enduring demands of their clients, tradition and evolution of their observe.

“Every choice we make, together with this just one about joining LPL, will come down to what’s in the very best desire of our purchasers,” Clifford mentioned. “We genuinely think that with this move, powered by the aid from LPL Strategic Wealth Companies, we can do some issues to seriously revolutionize economical assistance for our customers.”

Outside of operate, Lewis is a former skydiving coach who has held his pilot’s license since 2012. He is a deacon at his church and also actively included in the Smith Region A&M club. Vaughan, a mother of eight, is active in her church and volunteers with the 3 Strands Ministry which is committed to strengthening marriages. Clifford, an skilled marathon runner, has served on the board of The Brook Hill School and as a trustee for The University of the Ozarks. He’s also a member of the Masons and the Shriners.

Scott Posner, LPL government vice president, Small business Enhancement, reported, “We welcome Pat, Tyler and their workforce to the LPL community and congratulate them on the start of their new independent practice. We are dedicated to supplying personalised support for each and every step of their journey as they grow their organization on their personal phrases, evolve with the marketplace and carry extra benefit to clients. At LPL, we give greatest decision and flexibility in how advisors develop their excellent apply. We are a companion for the extended run, producing investments in progressive capabilities and robust organization means built to enable advisors thrive. We glimpse ahead to a prolonged and thrilling romance with Clifford-Lewis Non-public Wealth.”

More on Clifford-Lewis Personal Prosperity.

Advisors, find an LPL small business advancement representative near you.

About LPL Fiscal:
LPL Economical (Nasdaq: LPLA) was established on the theory that the business ought to operate for the advisor, and not the other way all around. These days, LPL is a chief** in the markets we provide, supporting much more than 19,000 economical advisors, 800 establishment-dependent expenditure applications and 450 unbiased RIA firms nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that Americans deserve obtain to customized direction from a financial advisor. At LPL, independence means that advisors have the liberty they are worthy of to opt for the small business product, expert services, and technologies methods that allow them to run their ideal apply. And they have the independence to handle their shopper associations, since they know their purchasers very best. Simply set, we take treatment of our advisors, so they can choose treatment of their clientele.

* Benefit approximated dependent on asset and keeping specifics provided to LPL from the yr 2021

** Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Supplier in the U.S (Primarily based on complete revenues, Economical Organizing magazine 1996-2021) No. 1 supplier of third-celebration brokerage providers to financial institutions and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune 500 Company as of June 2021

Securities and advisory products and services offered by way of LPL Fiscal LLC, an SEC-registered broker-vendor and expense advisor. Member FINRA/SIPC. 

During this interaction, the conditions “financial advisors” and “advisors” are used to refer to registered reps and/or expense advisor associates affiliated with LPL Economical LLC. We routinely disclose info that may possibly be crucial to shareholders in the “Investor Relations” or “Press Releases” area of our web site.

Clifford-Lewis Private Wealth and LPL Fiscal are separate entities.

Hook up with Us!





Media Get in touch with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]

Copyright © All rights reserved. | Newsphere by AF themes.