LPL Financial : Clifford-Lewis Private Wealth Launches at LPL

Published: 2022-01-25 08:57:10 ET LPLA

CHARLOTTE, N.C. - Jan. 25, 2022 -LPL Financial LLC today announced that financial advisors Pat Clifford and Tyler Lewis have launched a new independent practice, Clifford-Lewis Private Wealth, through affiliation with LPL Strategic Wealth Services, which is designed to support the unique needs of breakaway advisors. The advisors reported to LPL that they serve approximately $275 million in advisory, brokerage and retirement plan assets.* They join LPL from Wells Fargo Advisors.

Each team member brings a unique background and skillset to the Tyler, Texas-based group. Clifford is a former engineer and senior executive in the oil and gas industry who provides a combination of knowledge, dedication and personal service to his clients. He joined the financial services industry in 2002, teaming up with Director of Planning Karen Vaughan about 10 years ago. Vaughan, who holds a Chartered Retirement Planning Counselor designation and has 27 years of industry experience, has developed a passion to help clients prepare for retirement. Lewis joined the team nearly four years ago, bringing experience as an advisor and also from the insurance and banking industry where he held positions that help him understand all the moving parts of clients' financial lives. Rounding out the team is Director of Client Relations Sherryl Miles, a 16 year industry veteran who also joined the team four years ago.

"We've built a team that is deeply committed to serving our clients. We take it seriously when we tell them, 'We're here for you.' It's not a slogan. It's an intentional path that we walk every day to help clients manage their portfolio, build wealth and plan for a more secure financial future," Clifford said.

The team is also committed to constantly evolving their practice. That's what led them to LPL. "We raise the bar every year and expect to always get better. But we were starting to feel a bit constrained, and recognized our team didn't fit into any one box," Vaughan said. "In order to reach a higher level of excellence and excel in areas we're passionate about, including financial planning, we needed to be independent."

Disclaimer

LPL Financial Holdings Inc. published this content on 25 January 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 25 January 2022 13:56:10 UTC.