Advisers Sam Cone, Jessica McNamee and Grace Yung have joined LPL Financial’s Advisor Inclusion Council, a 21-member group comprising representatives with diverse backgrounds and specialties from affiliated financial firms and institutions, along with LPL leaders.
Established in 2018, the council “contributes to solutions to attract more underrepresented financial advisers; help advisers address barriers to growth and engage in new investor markets, and create and cultivate inclusive communities for advisers to connect, learn and share best practices,” LPL said in a release.
Cone is a financial consultant at Pinsker Wealth Management in Greensboro, North Carolina, as well as a lawyer and board member and treasurer for his state’s Equal Access to Justice Commission and its Justice Center.
McNamee is director for Heartland Planning Associates, the financial planning and wealth management team located at Heartland Bank in central Ohio.
Yung, a Houston, Texas-based managing director at Midtown Financial, is an active advocate for and supporter of numerous organizations in her community.
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.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
