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

CHARLOTTE, N.C., Jan. 25, 2022 (World NEWSWIRE) — LPL Economic LLC nowadays announced that monetary advisors Pat Clifford and Tyler Lewis have introduced a new independent exercise, Clifford-Lewis Private Prosperity, via affiliation with LPL Strategic Wealth Products and services, which is developed to support the exclusive requires of breakaway advisors. The advisors described to LPL that they serve somewhere around $275 million in advisory, brokerage and retirement strategy belongings.* They be a part of LPL from Wells Fargo Advisors.

Each and every staff member brings a exceptional background and skillset to the Tyler, Texas-primarily based team. Clifford is a previous engineer and senior government in the oil and gas field who presents a blend of information, determination and particular company to his clients. He joined the fiscal products and services marketplace in 2002, teaming up with Director of Organizing Karen Vaughan about 10 years back. Vaughan, who retains a Chartered Retirement Setting up Counselor designation and has 27 many years of sector encounter, has formulated a passion to aid purchasers get ready for retirement. Lewis joined the team almost 4 years back, bringing encounter as an advisor and also from the insurance and banking market exactly where he held positions that help him have an understanding of all the relocating components of clients’ economical lives. Rounding out the crew is Director of Consumer Relations Sherryl Miles, a 16 yr industry veteran who also joined the group four years ago.

“We’ve constructed a workforce that is deeply fully commited to serving our purchasers. We choose it very seriously when we explain to them, ‘We’re below for you.’ It is not a slogan. It is an intentional path that we stroll every single day to support shoppers regulate their portfolio, build prosperity and system for a a lot more protected money future,” Clifford claimed.

The crew is also fully commited to continuously evolving their follow. That is what led them to LPL. “We elevate the bar each calendar year and hope to often get far better. But we have been setting up to experience a little bit constrained, and recognized our group did not fit into any one box,” Vaughan mentioned. “In order to reach a increased level of excellence and excel in parts we’re passionate about, such as fiscal planning, we needed to be independent.”

Online video: Meet the Clifford-Lewis staff

LPL Strategic Wealth Products and services is the ‘ideal fit’
In their research for a new partner, LPL Strategic Wealth Companies stood out as the “ideal fit” for the future of their apply, Lewis said. “We enjoy that we own the company and have command above each conclusion, but we have a terrific Strategic Wealth Products and services team supporting us, enabling us to concentrate on our consumers and expend time doing what we like,” Lewis claimed.

In addition to leveraging LPL’s integrated prosperity management platform and innovative resources required to operate a flourishing apply, the LPL Strategic Prosperity Products and services design delivers ongoing, customized guidance for day-to-day functions and extended-term organization administration. Early in the journey, Strategic Wealth Expert services bridges the changeover to independence by supplying the group with focused help and expert services to start their observe, which includes genuine estate make out, manufacturer progress, technological innovation setup and HR aid. When the changeover is full, the benefit shifts to the ongoing strategic, administrative, advertising and CFO assistance that will allow advisors to remain centered on the enduring demands of their shoppers, tradition and evolution of their exercise.

“Every determination we make, which include this 1 about joining LPL, arrives down to what is in the very best desire of our clients,” Clifford claimed. “We definitely imagine that with this transfer, driven by the aid from LPL Strategic Prosperity Services, we can do some issues to genuinely revolutionize money advice for our customers.”

Outdoors of work, Lewis is a previous skydiving coach who has held his pilot’s license because 2012. He is a deacon at his church and also actively concerned in the Smith Place A&M club. Vaughan, a mother of eight, is energetic in her church and volunteers with the Three Strands Ministry which is focused to strengthening marriages. Clifford, an knowledgeable marathon runner, has served on the board of The Brook Hill Faculty 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, Company Development, explained, “We welcome Pat, Tyler and their crew to the LPL group and congratulate them on the start of their new impartial practice. We are dedicated to providing customized assist for every single move of their journey as they develop their business enterprise on their very own phrases, evolve with the field and deliver a lot more worth to purchasers. At LPL, we supply ultimate alternative and versatility in how advisors establish their excellent apply. We are a partner for the long run, building investments in impressive abilities and sturdy organization assets developed to help advisors prosper. We look ahead to a extensive and remarkable relationship with Clifford-Lewis Private Prosperity.”

Additional on Clifford-Lewis Non-public Wealth.

Advisors, locate an LPL business enterprise advancement representative near you.

About LPL Fiscal:
LPL Fiscal (Nasdaq: LPLA) was launched on the principle that the business ought to perform for the advisor, and not the other way all-around. Nowadays, LPL is a leader** in the marketplaces we provide, supporting a lot more than 19,000 financial advisors, 800 institution-dependent financial investment systems and 450 impartial RIA firms nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that Individuals have earned entry to individualized guidance from a fiscal advisor. At LPL, independence usually means that advisors have the independence they should have to opt for the business enterprise product, solutions, and technology assets that make it possible for them to run their fantastic apply. And they have the liberty to manage their customer interactions, because they know their clients greatest. Merely place, we just take treatment of our advisors, so they can just take care of their clientele.

* Value approximated based mostly on asset and holding facts furnished to LPL from the calendar year 2021

** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Supplier in the U.S (Based on complete revenues, Economic Preparing magazine 1996-2021) No. 1 supplier of third-bash brokerage solutions to banking companies and credit score unions (2020-2021 Kehrer Bielan Study & Consulting Once-a-year TPM Report) Fortune 500 Company as of June 2021

Securities and advisory solutions available through LPL Financial LLC, an SEC-registered broker-supplier and financial commitment advisor. Member FINRA/SIPC. 

In the course of this interaction, the conditions “financial advisors” and “advisors” are utilised to refer to registered reps and/or financial commitment advisor associates affiliated with LPL Fiscal LLC. We routinely disclose facts that might be essential to shareholders in the “Investor Relations” or “Press Releases” section of our web site.

Clifford-Lewis Private Prosperity and LPL Economic are different entities.

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