Flowers-Bradley Team Joins LPL Financial's Linsco Platform
Welcome to LPL Financial's Linsco Channel
LPL Financial recently welcomed two distinguished financial advisors, Justin Flowers and Wally Bradley, to its esteemed Linsco Channel. This team, known as Flowers-Bradley Wealth Management, transitions from Truist, bringing with them over $320 million in advisory, brokerage, and retirement plan assets. Their base in the Atlanta Metro Area lays the foundation for helping clients as they prepare for retirement or embark on their financial planning journey.
The Team's Vision and Experience
With nearly four decades of combined experience, Flowers and Bradley have much to offer their clients. Their collaboration over the past seven years has enabled them to tailor their approach to individual needs effectively. They specialize in providing bespoke solutions, ensuring that every client receives focused attention and tailored financial strategies. In their pursuit of growth, they plan to enhance their client base, expand their assets under management, and possibly grow their team.
Client-Centric Philosophy
Flowers expressed the essence of their client-first philosophy, stating, "We approach each client without a preconceived plan, gathering insights to craft customized solutions that meet their unique needs." This commitment resonates with their intent to transition into LPL, where they believe the larger platform will fortify their core competencies while promoting growth.
Why LPL Financial?
The decision to join LPL Financial was influenced by the desire for greater independence. Bradley and Flowers sought a flexible environment that would allow them to operate freely while leveraging the comprehensive resources available through LPL.
Benefits of Linsco by LPL Financial
With Linsco, advisors have access to an integrated wealth management platform along with support from an experienced branch management team. The additional resources available through dedicated marketing consultants and streamlined back-office operations enable them to focus more effectively on serving their clients.
Quotes from Leadership
Scott Posner, Managing Director of Business Development at LPL, shared his excitement, stating, "We welcome Justin and Wally to our Linsco community. At LPL, we empower financial advisors with the tools and resources they need to flourish. Our innovative technology and comprehensive services facilitate the delivery of personalized advice and exceptional client experiences. We look forward to a fruitful partnership with the Flowers-Bradley Group.”
LPL Financial Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) stands as one of the fastest-growing wealth management firms in the United States. With a significant network of over 29,000 financial advisors and collaboration with roughly 1,100 financial institutions, LPL oversees approximately $1.9 trillion in brokerage and advisory assets for around 7 million Americans. This impressive scale enables LPL to provide a multitude of advisor affiliation options, investment solutions, and technology tools that support the operational successes of its advisory network.
Commitment to Excellence
With client services at the heart of their mission, LPL’s model offers advisors the flexibility to select the best-fit services and technology resources for their businesses. This adaptability is critical for running successful financial practices.
Frequently Asked Questions
What prompted the Flowers-Bradley team to join LPL Financial?
The Flowers-Bradley team sought increased autonomy and the ability to better serve their clients, which they found through LPL's resources and platforms.
How does LPL Financial support its advisors?
LPL provides advisors with a modern wealth management platform, business resources, and support from seasoned branch management to streamline operations.
What is the experience level of the Flowers-Bradley team?
The team has nearly 40 years of combined experience working together to serve clients effectively in financial planning and advisory services.
What distinguishes LPL Financial in the industry?
LPL is recognized for its expansive network supporting over 29,000 financial advisors, offering various business solutions, tools, and flexibility that cater to the diverse needs of advisory practices.
How can clients benefit from the transition to LPL Financial?
Clients will receive enhanced services and resources, allowing their financial plans to be more personalized and adapted to their specific objectives and needs.
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