Goodwin Petrilli Financial Joins LPL Financial
LPL Financial has warmly welcomed the financial advisory firm Goodwin Petrilli Financial into its network. The team, comprised of notable advisors including Randy Petrilli, Matt Goodwin, Travis Whitaker, and Jeff McWhorter, transitions from Cambridge Investment Research, bringing along approximately $205 million in advisory, brokerage, and retirement plan assets.
About Goodwin Petrilli Financial
Founded in 1992 in Fort Collins, the firm has a rich history of serving the financial needs of clients in Northern Colorado. With a strong local presence that has been cultivated through a robust referral network, the firm is especially known for its service to educators and multi-generational clients. Founder Harry Goodwin, who recently retired, laid the groundwork for a practice focused on financial planning and investment management.
Leveraging LPL's Innovative Technology
In a time where client expectations are at an all-time high, Goodwin Petrilli Financial identified LPL as a partner for their future growth. Randy Petrilli shared their enthusiasm for LPL's advanced technology, which streamlines operations and enhances client service. ClientWorks, LPL's integrated platform, allows the team to manage everything from meeting notes to investment planning in one convenient location, improving the efficiency of their practice.
Enhanced Client Experience
Through their partnership with LPL, Goodwin Petrilli Financial aims to offer more tailored and effective services to their clients. With all accounts accessible in one place, the client experience is set to be more cohesive and supportive. Both Jeff McWhorter and Travis Whitaker expressed optimism about how LPL's resources will assist them in delivering greater value.
Support from LPL Financial
LPL Financial's Executive Vice President, Scott Posner, extended a warm welcome to the Goodwin Petrilli team. He emphasized LPL's commitment to providing innovative technology and strategic support, which are pivotal for advisors looking to thrive in today's challenging environment. The firm values the personalization of advice that their advisors can offer, confirming that they are dedicated to empowering their advisors to grow strong practices.
About LPL Financial
LPL Financial Holdings Inc. is a leading independent broker-dealer and registered investment advisor in the United States. Currently serving over 23,000 financial advisors, LPL operates with a steadfast commitment to supporting the advisor-mediated model, allowing advisors the freedom to choose their business strategies.
Independence and Flexibility
At LPL, independence means that financial advisors have the flexibility to operate their businesses as they see fit, providing their clients with personalized attention. This independence is key to ensuring that client relationships remain strong and effective.
Frequently Asked Questions
What does the partnership with LPL Financial mean for Goodwin Petrilli Financial?
The partnership allows Goodwin Petrilli Financial to utilize LPL's advanced technology and resources to enhance client services and streamline operations.
Who are the key advisors at Goodwin Petrilli Financial?
The team includes Randy Petrilli, Matt Goodwin, Travis Whitaker, and Jeff McWhorter, who bring a wealth of experience to their new partnership with LPL.
What is the mission of LPL Financial?
LPL Financial's mission is to empower financial advisors by providing innovative tools and resources that enable personalized client service and support the growth of strong practices.
How long has Goodwin Petrilli Financial been in operation?
Goodwin Petrilli Financial was founded in 1992 and has built a reputable business in Northern Colorado, serving diverse client needs.
Why did Goodwin Petrilli Financial choose to join LPL Financial?
The firm was impressed by LPL's technology and support systems that can help them deliver better services to their clients and grow their advisory practice.