Expansion of LPL Financial's Advisory Team
LPL Financial has recently welcomed a talented group of advisors to Carnegie Private Wealth. The firm is excited about this strategic move that aligns well with its vision for growth and commitment to exceptional client service. The addition of James Larsen, CFP, Lucas Decker, CFP, Kevin Lewis, CFP, CEPA, and Seth Miller, CFP, CEPA, reflects LPL's aim to enhance its expansive brokerage and investment services.
New Advisors Joining the Ranks
This dedicated team of financial professionals holds a combined responsibility of managing approximately $475 million in assets across advisory, brokerage, and retirement accounts. Each advisor brings a unique background and expertise, enriching the firm's ability to serve its clients effectively. Larsen transitions from Wells Fargo Advisors, while Decker, Lewis, and Miller come from Edward Jones, bringing fresh perspectives and valued experience to the team.
Highlighting James Larsen
With 18 years of experience in international business management, Larsen transitioned into financial advising in 2001. He is driven by a desire to deliver peace of mind to clients as they manage and protect their wealth. By joining LPL Financial and Carnegie, he is focused on ensuring both business continuity and superior service.
Introducing Lucas Decker
Decker has spent a decade honing his skills as a financial advisor, fostering relationships with business owners, corporate executives, and pre-retirees. His CFP® designation is augmented by hands-on experience, enabling him to provide practical and comprehensive financial guidance. He has praised Carnegie Private Wealth for offering advanced planning resources and a collaborative environment.
Getting to Know Kevin Lewis
Lewis takes pride in understanding the distinct stories and motivations of his clients, primarily serving business owners, sales executives, and families nearing retirement. His decision to join Carnegie Private Wealth was influenced by the firm’s commitment to teamwork and client-centric service, as well as the robust support offered through LPL.
Meet Seth Miller
Miller entered the financial services field while still in college and became an advisor in 2011. He specializes in wealth preservation and intergenerational planning, making his move to Carnegie Private Wealth with LPL a clear choice. He appreciates the collaborative team environment, which enhances the range of expertise available to clients.
The Growth of Carnegie Private Wealth
Since launching in 2023, Carnegie Private Wealth has experienced remarkable growth, aided by leveraging LPL Financial’s comprehensive resources. The firm’s focus on family-oriented, client-first values aligns perfectly with the new advisors' commitment to excellent service. This dedication is a significant reason behind their rapid success and community impact.
Welcoming New Talent
Jordan Raniszeski, Senior Managing Partner and Founder of Carnegie Private Wealth, expressed enthusiasm about the new advisors joining the firm. He emphasized the importance of their combined skills and shared philosophy centered on client success.
Scott Posner, LPL Executive Vice President of Business Development, congratulated Carnegie on this expansion. He highlighted LPL's commitment to providing innovative technology and robust platforms that empower advisors to enhance client experiences and achieve business sustainability.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) stands out as one of the fastest growing wealth management firms in the nation. The company supports nearly 29,000 financial advisors and provides a range of services and technology resources designed for thriving businesses. With around $1.7 trillion in assets, LPL is deeply committed to providing advisors with the tools they need to flourish.
For more information about LPL Financial, interested parties are encouraged to reach out or visit the firm's website.
Frequently Asked Questions
What recent changes have occurred at LPL Financial?
LPL Financial has welcomed four experienced advisors to its Carnegie Private Wealth division, enhancing its team and client service capabilities.
How much in assets are the new advisors managing?
The newly joined advisors are overseeing approximately $475 million in assets across advisory, brokerage, and retirement accounts.
What distinguishes Carnegie Private Wealth's approach?
Carnegie Private Wealth focuses on exceptional client service, professional excellence, and building lasting personal relationships.
Who are the new advisors at Carnegie Private Wealth?
The new advisors include James Larsen, Lucas Decker, Kevin Lewis, and Seth Miller, all bringing unique experiences and expertise to the team.
What support does LPL Financial provide to its advisors?
LPL Financial offers innovative technology, business solutions, and extensive resources to help advisors succeed in delivering client-centric services.
