LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman

CHARLOTTE, N.C., Feb. 02, 2022 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq: LPLA) announced nowadays that father and son fiscal advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-supplier, hybrid registered investment advisor (RIA) and custodial platforms, aligned with Silverleaf Prosperity Management, an existing LPL agency. The father-son team joins from Raymond James and documented to LPL it served roughly $200 million in advisory, brokerage and retirement system belongings*.

Collectively, the pair delivers more than 60 yrs of experience supporting a variety of shoppers through customized investment decision and prosperity administration strategies that deal with their unique needs. With a history in information technological know-how, Jeremy grew up seeing his father make a variation in the life of business house owners, company executives, health care specialists, households and retirees by serving to them perform toward their dreams via personalized money planning. He later on went on to operate together with Steve ahead of in the long run getting on a lead purpose in their follow in 2014.

“As a spouse and children group that has worked jointly for in excess of a decade, my father and I are in lock stage about what it indicates to be a money husband or wife,” Jeremy claimed. “We’ve recognized quite a few of our shoppers for decades and come across terrific fulfilment in supporting them do the job towards their plans and monetary milestones.”

In contemplating how to offer their shoppers with the ideal attainable means to provide their economical objectives, Jeremy and his father established they desired a a lot more versatile enterprise model, turning Silverleaf and LPL for the subsequent chapter of their journey.

“Ever considering the fact that I was a boy or girl, it’s been my aspiration to very own my life’s operate – and this shift to Silverleaf, accompanied by the backing of LPL, will let me to do precisely that,” Jeremy mentioned. “LPL presents the adaptability to run my enterprise the way I want to and provide our clients’ in depth monetary wants. Clients want a holistic method to their funds, and with the potential to faucet into industry experts these as CPAs and attorneys, I can give my clientele differentiated assistance activities and the attention they should have.”

Justin Gibson, president of Silverleaf Prosperity Management, stated, “We’re thrilled to welcome Jeremy and Steve to the family, and are honored they turned to us as they evolve their follow. At Silverleaf, we believe that our teamwork tactic provides a broader standpoint to all we do and presents elevated positive aspects to our advisors and shoppers. With each other with LPL, we will perform challenging to support the Friedman group as they grow their company and carry on to provide their clientele base with extraordinary treatment and awareness.”

Scott Posner, LPL executive vice president, Organization Growth, explained, “We extend a warm welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on introducing two excellent financial advisors to their community. We’re assured that LPL’s ground breaking know-how and differentiated assistance ordeals will supply a sound foundation for Jeremy and Steve’s continued growth. We glance ahead to a extended-lasting and productive partnership with them and the Silverleaf workforce.”

Advisors, come across an LPL business advancement representative near you.

About LPL Monetary
LPL Financial (Nasdaq: LPLA) was launched on the principle that the agency should really perform for the advisor, and not the other way around. Today, LPL is a leader** in the marketplaces we serve, supporting far more than 19,000 economic advisors, 800 establishment-based mostly expenditure packages and 450 impartial RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that People deserve obtain to customized direction from a economical advisor. At LPL, independence implies that advisors have the independence they are worthy of to decide on the company product, services, and technological innovation means that allow them to run their perfect follow. And they have the flexibility to deal with their shopper relationships, since they know their customers very best. Simply place, we take care of our advisors, so they can take treatment of their clientele.

* Value approximated based mostly on asset and holding facts presented to LPL from the yr 2021

** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Seller in the U.S. (Centered on complete revenues, Monetary Setting up magazine 1996-2021) No. 1 service provider of third-social gathering brokerage providers to banking companies and credit score unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune 500 as of June 2021

*** As of 3/19/21 – based mostly on noted Belongings Less than Administration by Silverleaf Advisor Team – a registered expense advisor.

Securities and advisory expert services provided as a result of LPL Money LLC, an SEC-registered broker-seller and financial commitment advisor. Member FINRA/ SIPC Advisory Expert services also presented by means of Silverleaf Advisor Group, a registered financial commitment adviser.

Through this conversation, the phrases “financial advisors” and “advisors” are applied to refer to registered reps and/or investment advisor reps affiliated with LPL Economical LLC. We routinely disclose facts that may well be crucial to shareholders in the “Investor Relations” or “Press Releases” segment of our web site.

Silverleaf Wealth Administration, Silverleaf Advisor Group and LPL Fiscal are independent entities.

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Media Contact:
Shannon Greene
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