LPL Financial welcomed new partners this week. The firm is Longstreet Wealth Management. They officially joined LPL Financial’s broker-dealer and RIA platform. Longstreet had been serving about $175 million in client assets. Importantly, they moved to LPL from Raymond James. The Texas-based advisory team is led by Taylor Graves and Wayne Pierson. They work from offices in Amarillo, Texas, and Hereford, Texas. Together, this team has nearly forty years of combined experience. They serve a very diverse group of clients today. Clients include retired individuals and local small business owners. The team helps them with crucial succession planning. They also serve local farmers, ranchers, and entrepreneurs. Graves and Pierson enjoy collaborating often. Furthermore, sharing ideas creates many new opportunities for their firm. This strategic move highlights the strength of the LPL financial advisor platform.
A Focus on Client Service and Advanced Technology
Wayne Pierson emphasized their personal approach to service. The team spends a lot of time with every client. They approach all their work with genuine empathy. Their goal is to guide clients through uncertainties and market fears. Pierson stated their business is built on purpose and intention. Graves added that they truly care about client families. They want to be there to celebrate good times. Conversely, they also offer guidance when times get tough for clients. The team specifically sought greater technology access for their practice. They also wanted more essential business flexibility. The team chose LPL for its seamlessly integrated technology.
The LPL financial advisor platform integrates well with their existing CRM. Ultimately, this will add efficiency and new capacity to their entire practice. It will deliver a sophisticated client experience quickly. Pierson also noted the more robust alternative investments available. Scott Posner, Managing Director at LPL, welcomed the team. LPL Financial is strongly committed to innovative technology. They offer comprehensive business solutions for all advisors. Therefore, this helps advisors successfully differentiate their practices. LPL looks forward to supporting Longstreet’s continued growth. This significant transition proves the value of a powerful financial advisor platform.
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News Source: GlobeNewswire.com
