Advisor Duo Joins LPL Financial to Launch 1818 Wealth Management
2024年6月13日 - 10:00PM
LPL Financial LLC announced today that financial advisors Stephen
Shevlin and Jonathan Joelner, MBA, have joined LPL Financial’s
broker-dealer, RIA and custodial platforms to launch a new
independent practice, 1818 Wealth Management. The team reported
having served approximately $300 million in advisory, brokerage and
retirement plan assets* and joins LPL from Stifel, Nicolaus and Co.
Based in Swansea, Ill. — just 20 minutes from the Gateway Arch
in St. Louis — Shevlin and Joelner have worked together for nearly
10 years and have a combined 50 years of industry experience
between them. The advisors take a people-first approach to serving
a wide range of clients in approximately 30 states. Their new brand
speaks to both advisors’ pride in their home state, as Illinois
officially joined the Union as the 21st state in 1818.
Shevlin and Joelner believe their approach to financial planning
sets them apart from their peers. Focused on open communication and
client education, the advisors involve their clients in each step
of the planning process, even if that means having difficult
conversations, Shevlin said. “In this industry, it’s the people who
make a difference in client engagement and outcomes,” he said. “We
treat our clients exactly how we would want to be treated, no
matter their age, career or account size.”
Looking to chart a new course for their practice and satisfy
their long-held goal of owning a thriving business, Shevlin and
Joelner turned to LPL in their move to independence.
“We can choose our own path and make decisions that are in the
best interest of our clients,” said Joelner. “The harder we work,
the more it will benefit them and our business. And through LPL, we
have the resources we need to do what we’ve always wanted to
do.”
The advisors said they look forward to leveraging LPL Marketing
Resources to help build and amplify their brand while cultivating
new marketing strategies that can take their new practice to the
next level. Additionally, Joelner anticipates using LPL’s
retirement tools to make it easier to provide the investment
guidance that helps clients hit their life goals.
Scott Posner, LPL Executive Vice President, Business
Development, said, “We welcome Stephen and Jonathan to LPL
Financial. Our platform is designed to support the unique needs of
independent advisor teams like theirs, providing robust resources
and integrated technology that empower advisors to create
personalized strategies and drive successful client outcomes. We
look forward to supporting the 1818 Wealth Management team in their
efforts to grow their practice, engage a broader clientele and
deepen their already strong and productive client
relationships."
Related
Advisors, find your perfect fit at LPL.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and institutions, and not the other way around. Today,
LPL is a leader in the markets we serve, serving nearly 23,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
("RIA") firms nationwide. We are steadfast in our commitment to the
advisor-mediated model and the belief that Americans deserve access
to personalized guidance from a financial professional. At LPL,
independence means that advisors and institution leaders have the
freedom they deserve to choose the business model, services and
technology resources that allow them to run a thriving business.
They have the flexibility to do business their way. And they have
the freedom to manage their client relationships, because they know
their clients best. Simply put, we take care of our advisors and
institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial
LLC ("LPL Financial"), a registered investment advisor. Member
FINRA/SIPC. LPL Financial and its affiliated companies provide
financial services only from the United States. 1818 Wealth
Management and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors”
and “advisors” are used to refer to registered representatives
and/or investment advisor representatives affiliated with LPL
Financial.
We routinely disclose information that may be important to
shareholders in the "Investor Relations" or "Press Releases"
section of our website.
*Value approximated based on asset and holding details provided
to LPL from end of year, 2023.
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LPL Financial (NASDAQ:LPLA)
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LPL Financial (NASDAQ:LPLA)
過去 株価チャート
から 6 2023 まで 6 2024