LPL Financial Welcomes Windward Wealth Advisors
March 28 2024 - 9:00AM
LPL Financial LLC announced today that financial advisors Erick
Simonds, CRC®, Eugene Sninski, II, and Lisa Sninski have joined LPL
Financial’s broker-dealer, RIA and custodial platforms. They
reported serving approximately $250 million in advisory, brokerage
and retirement plan assets* and join LPL from Wells Fargo Advisors.
Based in Brick, N.J., Erick and Eugene have worked together as a
team for approximately 17 years, with Lisa (Eugene’s sister)
joining three years ago. All three have deep ties to the community
and have grown their practice by cultivating meaningful
relationships with local businesses, charities and schools. They
use a diversified, risk-based wealth management process to help
pre-retirees establish wealth, transition to retirement and plan
for their legacy.
In moving to LPL, the three managing partners are proud to
launch Windward Wealth Advisors with a nautical theme that pays
homage to their seaside community. “Much like a sailor going into
the wind will need experience and skill, an advisor needs to be
able to change their approach based on market fluctuations to
ensure clients end up at their desired destination,” Erick
said.
“LPL is a strong partner that gives us independence and autonomy
so that our service model and investment decisions can be made by
the team, outside of corporate mandates or restrictions,” Erick
said. “Our service model is second to none, with a white-glove
approach and family feel. This move will allow us to work with
clients in that regard, but with more support in terms of
technology, marketing and compliance. We are eager to tap into the
entire catalog of LPL’s vast resources so we can continue serving
clients in the same market we’ve been in for the last 17
years.”
Scott Posner, LPL Executive Vice President, Business
Development, stated, “We welcome Erick, Eugene and Lisa to the LPL
community and congratulate them on the launch of their new
independent practice. We are committed to providing personalized
support for each step of their journey as they grow their business
on their own terms, evolve with the industry and bring more value
to clients. At LPL, we provide ultimate choice and flexibility in
how advisors build their perfect practice. We are a partner for the
long run, making investments in innovative capabilities and robust
business resources designed to help advisors thrive. We look
forward to supporting Windward Wealth Advisors for years to
come.”
Related
Advisors, find your perfect fit at LPL.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and institutions, and not the other way around. Today,
LPL is a leader in the markets we serve, serving more than 22,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
("RIA") firms nationwide. We are steadfast in our commitment to the
advisor-mediated model and the belief that Americans deserve access
to personalized guidance from a financial professional. At LPL,
independence means that advisors and institution leaders have the
freedom they deserve to choose the business model, services and
technology resources that allow them to run a thriving business.
They have the flexibility to do business their way. And they have
the freedom to manage their client relationships, because they know
their clients best. Simply put, we take care of our advisors and
institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial
LLC ("LPL Financial"), a registered investment advisor. Member
FINRA/SIPC. LPL Financial and its affiliated companies provide
financial services only from the United States. Windward Wealth
Advisors and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors”
and “advisors” are used to refer to registered representatives
and/or investment advisor representatives affiliated with LPL
Financial.
We routinely disclose information that may be important to
shareholders in the "Investor Relations" or "Press Releases"
section of our website.
*Value approximated based on asset and holding details provided
to LPL from end of year, 2023.
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