The father-daughter team of Tom Kelly and Maureen Kelly, who managed $300 million at Wells Fargo Advisors in Lynwood, Washington, outside Seattle, have moved to the Linsco employee channel at LPL Financial.
The team also includes Marla Scott in a client service support role.
The multigenerational practice builds upon those community-based relationships. The team works with many local families to help them build their financial wealth portfolios and determine how to best pass those along to their families, LPL Financial said in a press release Tuesday.
An adviser since 1990, Tom Kelly had been with Wells Fargo for the past 10 years. Maureen Kelly started her career a year ago.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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