GreenPoint Wealth Management Joins LPL Financial Platform
GreenPoint Wealth Management Joins LPL Financial's Network
LPL Financial has announced an exciting new addition to their network with the arrival of financial advisors Jeff Minucci and David Ryzman, who have launched GreenPoint Wealth Management. Joining LPL's broker-dealer, RIA, and custodial platforms, they bring with them a wealth of experience and expertise in helping clients manage approximately $150 million in advisory, brokerage, and retirement plan assets.
Welcoming New Advisors to LPL Financial
With a collaborative history spanning more than two decades, Minucci and Ryzman have become trusted figures in the financial services industry. Their partnership has been defined by a commitment to delivering personalized financial strategies that empower their clients, particularly when it comes to retirement planning. They emphasize the importance of financial education, striving to ensure their clients fully understand their portfolios.
Crafting Personalized Financial Strategies
Commenting on their approach, Minucci stated, “We believe in a comprehensive approach, which includes designing plans tailored to each individual client. Our goal is to help reduce risk and tax implications while focusing on sustainable retirement income and effective estate protection.” This client-centric philosophy is fundamental to their practice as they engage with new clients through GreenPoint Wealth Management.
Establishing GreenPoint Wealth Management
As they transition to LPL, the advisors are excited about launching GreenPoint Wealth Management from McKinney, Texas. Ryzman expressed their desire for independence, stating, “We wanted to create our own identity and shape our practice on our terms.” Throughout their decision-making process, they found LPL to be the ideal partner to bolster their growth while providing a supportive environment for their practice.
The Advantages of Partnering with LPL Financial
Both Minucci and Ryzman appreciate LPL’s strong reputation in the wealth management sphere. They have noted the firm’s streamlined processes, which significantly enhance operational efficiency, ultimately allowing them more time to focus on client relationships. This seamless integration supports their goal of delivering quality service and attention to their clientele.
Support from LPL Financial's Executives
Scott Posner, LPL’s Executive Vice President of Business Development, welcomed the new advisors warmly. He commended their initiative in launching GreenPoint Wealth Management and emphasized LPL’s commitment to supporting independent financial advisors. By offering integrated capabilities and comprehensive business management solutions, LPL enhances the flexibility and efficiency necessary for advisors to prioritize growth and client service.
About LPL Financial
LPL Financial Holdings Inc. (NASDAQ: LPLA) is committed to working for its advisors and institutions, not the other way around. As a leader in the industry, LPL serves over 23,000 financial advisors and supports approximately 1,000 institutions and 580 registered investment advisor firms across the nation. Their mission rests on the belief that everyone deserves access to personalized financial guidance, and they empower their advisors with the tools needed to succeed.
Independence in Financial Practice
At LPL, independence means offering advisors and institutions the freedom to choose the services and technology that align with their business models. They foster an environment where advisors can manage client relationships according to their unique understanding of client needs, ensuring their clients receive tailored support. By prioritizing their advisors' welfare, LPL ultimately enables them to provide exceptional service to their clients.
Contact Information for Media Inquiries
For further details, media inquiries can be directed to their contact via email at Media.relations@LPLFinancial.com or by phone at (704) 996-1840.
Frequently Asked Questions
What is GreenPoint Wealth Management?
GreenPoint Wealth Management is a newly established firm by financial advisors Jeff Minucci and David Ryzman, operating under LPL Financial.
Who are the founders of GreenPoint Wealth Management?
The firm is co-founded by experienced financial advisors Jeff Minucci and David Ryzman.
How does LPL Financial support its advisors?
LPL Financial provides integrated capabilities and comprehensive solutions that enhance efficiency and give advisors more time to focus on their clients.
What experience do Minucci and Ryzman bring to GreenPoint Wealth Management?
They bring over 20 years of experience in financial services, focusing on retirement planning and client education.
Is LPL Financial a leader in the wealth management industry?
Yes, LPL Financial is recognized as a leading firm in wealth management, serving thousands of advisors and institutions nationwide.
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