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

Lavern Vogel

CHARLOTTE, N.C., Jan. 25, 2022 (Globe NEWSWIRE) — LPL Fiscal LLC today announced that economical advisors Pat Clifford and Tyler Lewis have released a new unbiased apply, Clifford-Lewis Non-public Wealth, via affiliation with LPL Strategic Prosperity Products and services, which is intended to guidance the unique desires of breakaway advisors. The advisors reported to LPL that they serve somewhere around $275 million in advisory, brokerage and retirement strategy property.* They be part of LPL from Wells Fargo Advisors.

Every single group member provides a one of a kind track record and skillset to the Tyler, Texas-based mostly group. Clifford is a previous engineer and senior government in the oil and gas market who delivers a mixture of understanding, commitment and private support to his clients. He joined the financial expert services industry in 2002, teaming up with Director of Organizing Karen Vaughan about 10 yrs ago. Vaughan, who retains a Chartered Retirement Scheduling Counselor designation and has 27 yrs of field practical experience, has created a passion to assist clientele put together for retirement. Lewis joined the staff virtually 4 many years ago, bringing expertise as an advisor and also from the coverage and banking marketplace in which he held positions that enable him have an understanding of all the moving parts of clients’ money lives. Rounding out the staff is Director of Client Relations Sherryl Miles, a 16 calendar year sector veteran who also joined the crew 4 many years in the past.

“We’ve constructed a workforce that is deeply dedicated to serving our shoppers. We get it very seriously when we tell them, ‘We’re listed here for you.’ It is not a slogan. It’s an intentional route that we stroll just about every working day to support clientele handle their portfolio, develop prosperity and program for a more protected money foreseeable future,” Clifford reported.

The team is also fully commited to constantly evolving their apply. That is what led them to LPL. “We elevate the bar just about every yr and be expecting to normally get superior. But we were being starting up to truly feel a bit constrained, and recognized our workforce did not fit into any one box,” Vaughan mentioned. “In get to access a increased degree of excellence and excel in parts we’re passionate about, together with fiscal setting up, we needed to be unbiased.”

Online video: Fulfill the Clifford-Lewis team

LPL Strategic Prosperity Expert services is the ‘ideal fit’
In their lookup for a new spouse, LPL Strategic Wealth Companies stood out as the “ideal fit” for the foreseeable future of their apply, Lewis reported. “We value that we individual the business and have regulate more than each and every conclusion, but we have a terrific Strategic Prosperity Products and services staff supporting us, enabling us to target on our customers and shell out time undertaking what we like,” Lewis reported.

In addition to leveraging LPL’s built-in prosperity management platform and subtle resources desired to run a flourishing follow, the LPL Strategic Prosperity Companies design provides ongoing, personalised assistance for day by day operations and prolonged-time period enterprise management. Early in the journey, Strategic Prosperity Services bridges the transition to independence by offering the workforce with devoted support and expert services to launch their apply, such as serious estate create out, brand name advancement, technologies setup and HR assist. As soon as the changeover is finish, the value shifts to the ongoing strategic, administrative, marketing and advertising and CFO support that makes it possible for advisors to keep concentrated on the enduring wants of their purchasers, culture and evolution of their exercise.

“Every choice we make, which include this a single about joining LPL, will come down to what is in the most effective desire of our customers,” Clifford claimed. “We definitely feel that with this shift, powered by the aid from LPL Strategic Prosperity Companies, we can do some points to truly revolutionize financial assistance for our customers.”

Outside of get the job done, Lewis is a previous skydiving mentor who has held his pilot’s license since 2012. He is a deacon at his church and also actively involved in the Smith Nation A&M club. Vaughan, a mom of 8, is energetic in her church and volunteers with the A few Strands Ministry which is devoted to strengthening marriages. Clifford, an seasoned 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 govt vice president, Company Growth, stated, “We welcome Pat, Tyler and their team to the LPL community and congratulate them on the launch of their new unbiased practice. We are dedicated to offering personalized help for each and every move of their journey as they increase their small business on their individual terms, evolve with the business and deliver much more price to customers. At LPL, we supply ultimate decision and flexibility in how advisors construct their great practice. We are a partner for the extended operate, earning investments in modern capabilities and robust business means designed to help advisors prosper. We seem ahead to a extended and enjoyable relationship with Clifford-Lewis Non-public Prosperity.”

More on Clifford-Lewis Private Prosperity.

Advisors, locate an LPL business progress representative near you.

About LPL Fiscal:
LPL Financial (Nasdaq: LPLA) was launched on the basic principle that the agency must work for the advisor, and not the other way around. Nowadays, LPL is a leader** in the markets we provide, supporting much more than 19,000 fiscal advisors, 800 institution-based mostly financial commitment plans and 450 impartial RIA corporations nationwide. We are steadfast in our determination to the advisor-centered model and the belief that Us citizens should have obtain to personalized steerage from a fiscal advisor. At LPL, independence suggests that advisors have the freedom they have earned to pick the enterprise product, products and services, and technological innovation methods that enable them to run their perfect observe. And they have the flexibility to take care of their consumer relationships, due to the fact they know their customers greatest. Merely put, we take treatment of our advisors, so they can just take care of their clientele.

* Benefit approximated based on asset and keeping details supplied to LPL from the 12 months 2021

** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Vendor in the U.S (Centered on total revenues, Fiscal Scheduling journal 1996-2021) No. 1 service provider of third-party brokerage products and services to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune 500 Organization as of June 2021

Securities and advisory services available by LPL Fiscal LLC, an SEC-registered broker-vendor and investment decision advisor. Member FINRA/SIPC. 

All over this conversation, the phrases “financial advisors” and “advisors” are made use of to refer to registered reps and/or financial commitment advisor representatives affiliated with LPL Economic LLC. We routinely disclose info that may perhaps be vital to shareholders in the “Investor Relations” or “Press Releases” segment of our site.

Clifford-Lewis Private Prosperity and LPL Economical are independent entities.

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