LPL Financial Announces Members of Inaugural Advisor Inclusion Council
October 02 2018 - 9:00AM
LPL Financial LLC, a leading retail investment advisory firm and
independent broker-dealer, today announced the members of its
inaugural LPL Advisor Inclusion Council. Throughout October, as LPL
celebrates Diversity Awareness Month, members of the council are
sharing their experiences and perspectives on the value of having a
diverse practice and serving the needs of various cultural markets
in features and videos on LPL.com.
The 18-member council is empowered to provide LPL leaders with
ideas, suggestions and insights, as well as highlight challenges
and opportunities of LPL advisors and investors. With their input,
LPL seeks to further diverse and inclusive practices and deliver
support that helps advisors meet the needs of their clients.
Members of the Advisor Inclusion Council include the following
financial services professionals:
- Marcia Anton, Anton Financial
- Sarah Carlson, Fulcrum Financial Group
- Calvin Elam, EFinancial Advisors
- Stanley Funches, INTELUS Wealth Management
- Diane Gardner, LPL Financial
- Wes Garner, TDECU Wealth Advisors
- Taylor Huck, Investment Center Advisor Groups
- Jay Kabad, Jaykay Wealth Advisors, Inc.
- Laura LaTourette, North Georgia Wealth Management Group
- Jimmy Lee, The Wealth Consulting Group
- Albert Lopez, Independent Wealth Consultants
- Bobbie Meola, Stratos Wealth Partners
- Leila Ross, L. Ross Wealth Management
- Jennifer Strong, J E Strong Financial Network
- Ye Su, Partners Federal Credit Union
- Jason Valle, JV Financial LLC
- Lisa Van Arsdale, Lakeview Wealth Management
- Kristen Vitale, First Midwest Bank
“We are excited to have the partnership of this dynamic group of
advisors who are so deeply engaged and eager to share their
experiences,” said Kathleen Zemaitis, LPL senior vice president,
head of Advisor Diversity and Inclusion. “We are committed to
helping our advisors meet the needs of the changing marketplace,
and by directly engaging with our advisors, we are seeking to
address the issues and opportunities that will drive change and
growth.”
In addition to featuring council members and other advisors
representing diverse populations throughout the month, LPL is also
launching a centralized resource for Diversity and Inclusion
information this month, available to LPL advisors on the Resource
Center. There, advisors can access information and support,
including best practices and advisor features, to nurture advisor
communities and to help manage and grow their business.
Related Content:
Marcia Anton, Anton Financial: “Advisor’s Filipino Culture
Influences her Client Relationships”
Calvin Elam, EFinancial Advisors, Air Force Veteran helps
re-envision LPL’s service delivery
Stanley Funches, INTELUS Wealth Management: LPL Advisor Sees
Opportunity in Diversity
Jay Kabad, Jaykay Wealth Advisors, “Family of Financial Advisors
Help Bridge Gap Between Generations”
Laura LaTourette, North Georgia Wealth Management, “How I Built
a Thriving Practice Serving as Both Advisor and Advocate”
About LPL FinancialLPL Financial is a leader in
the retail financial advice market and the nation’s largest
independent broker-dealer*. We serve independent financial advisors
and financial institutions, providing them with the technology,
research, clearing and compliance services, and practice management
programs they need to create and grow thriving practices. LPL
enables them to provide objective guidance to millions of American
families seeking wealth management, retirement planning, financial
planning and asset management solutions. LPL.com
Securities and Advisory Services offered through LPL Financial.
A registered investment advisor, Member FINRA/SIPC.
*Based on total revenues, Financial Planning magazine June
1996-2018
LPL Financial and advisor firms represented are separate
entities.
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Media Contact:Lauren Hoyt-Williams(980)
321-1232Lauren.Hoyt-Williams@lpl.com
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