LPL Financial Welcomes Advisor Chris Kitaeff
May 09 2024 - 8:55AM
LPL Financial LLC announced today that financial advisor Chris
Kitaeff, CPFA, MBA, has joined LPL Financial’s broker-dealer, RIA
and custodial platforms. With the move to LPL, Kitaeff joins Maher
Wealth Management as a managing director. He reported serving
approximately $385 million in advisory, brokerage and retirement
plan assets* and joins LPL from Merrill Lynch.
Kitaeff is a second-generation advisor who fell in
love with wealth management at a young age and followed his
father’s footsteps into the industry. He started his career on Wall
Street as a hedge fund analyst before joining his father’s practice
in 2009.
“It’s been amazing getting to spend the last 15
years sharing a wall with my father who is now retiring after a
storied career in wealth management,” Kitaeff said. “As someone who
loves to love, I really enjoy making personal connections and
developing friendships with my clients.”
Kitaeff has received the Forbes Best-in-State
Advisor Award for four consecutive years, from 2021 to 2024.
Looking to continue that success and provide his clients with more
financial freedom on an independent platform, Kitaeff took steps to
form a new partnership with his former colleague Thom Maher, who in
2023 joined LPL and founded Maher Wealth Management.
“I appreciate Thom’s high moral standards and
mission to deliver premium client experiences by attentively
listening and understanding what matters most to each client,”
Kitaeff said. “I also believe clients are better served with an
open architecture approach to wealth planning. Being independent
opens a universe of investment solutions and allows me as a
fiduciary to provide clients with the absolute best customized
strategies to meet their needs. LPL is a phenomenal company with a
great track record of working with the advisor to help give clients
the ultimate experience.”
Joining an existing LPL Strategic Wealth
Services team
Kitaeff says that client experience will be
heightened by the work behind the scenes from the dedicated team at
LPL Strategic Wealth Services (SW), which combines the freedom and
flexibility of entrepreneurship with hands-on business services and
support to help practices thrive, both operationally and
strategically. Maher Wealth Management is an existing SW team that
receives ongoing operations support managed by experienced
professionals including a business strategist, marketing partner,
CFO and administrative assistant.
“I’m delighted to join forces with Chris as we
embark on this exciting new chapter at Maher Wealth Management,”
Maher said. “I’ve known Chris for over a decade and know that his
heart is in financial services, along with a deep desire to always
put clients’ best interests first. Our commitment to delivering
premium client experiences remains unwavering, and we are confident
this new partnership will allow us to take our service to new
heights.”
Scott Posner, LPL Executive Vice President,
Business Development, said, “We welcome Chris to the LPL community
and congratulate Maher Wealth Management on growing its team. We
applaud their decision to join forces in an ongoing effort to
evolve their business and provide differentiated experiences for
their clients. At LPL, we are deeply committed to providing
advisors with ultimate freedom and flexibility. We look forward to
supporting the entire Maher team 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
nearly 23,000 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.
Maher Wealth Management 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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