LPL Financial LLC announced today that financial advisors Sarah
Grafton, William “Will” Grafton IV, CFP®, CEPA® and Dexter Grafton,
CPFA™, CFA® have launched a new independent practice, Grafton
Wealth Advisors, through affiliation with LPL Financial’s supported
independence model, LPL Strategic Wealth Services. They reported
having served approximately $580 million in advisory, brokerage and
retirement plan assets* and join LPL from Merrill Lynch.
Based in Winter Park, Fla., the three siblings are proud to
continue the legacy of their father, William “Bill” Grafton III,
who started the family business in 1972. While together they form a
formidable team, each sibling advisor brings unique passions and
experiences to the team to help every client feel more confident
with their financial well-being. Rounding out the group, which was
named a 2024 Forbes Best in State Wealth Management Team, are
client relationship managers Tanya Carroll, AAMS™ and Percy
Canteenwalla.
“With our family dynamic and service-oriented team, we put
clients at the center of everything we do and take a proactive
approach to give them the best possible experiences and results,”
Sarah said. “We take the time to listen, educate and adjust to help
clients understand our recommendations as we guide them through the
ever-changing market dynamics.”
Looking for more control over how they operate, as well as the
ability to elevate client experiences, the team decided to find a
new wealth management partner. They chose LPL because the Strategic
Wealth Services offering provides them with the greatest
flexibility and choice to build a boutique practice with a
concierge service model.
The Grafton team works with several high-net-worth (HNW)
multigenerational families and business owners, so it was also
important to partner with a firm that offers dedicated HNW
resources and customized solutions to support more complex
situations, such as advanced estate and philanthropy planning,
income tax strategy, trustee services, a robust alternative
investment platform, banking and lending solutions and complex life
insurance planning.
“This move puts us in a better position to provide highly
customized strategies and independent financial advice in our
clients’ best interests, outside of corporate pressure,” Dexter
said. “LPL provides the confidence and scale as a leading wealth
management firm that we know our clients value, as well as an
additional layer of personalized, sophisticated support to help us
focus on what’s most important: our relationship with clients.”
“We are thrilled to continue the Grafton Wealth legacy by
prioritizing our clients’ needs above all else. Their success
remains our driving force, guiding every decision and action we
take,” Will said. “LPL Financial empowers us to best serve our
clients with flexibility to tailor our services to meet each
client's unique financial goals and aspirations, ensuring their
success remains our top priority."
Not wanting to face all the hurdles of entrepreneurship alone,
the team chose to affiliate via LPL’s comprehensive supported
independence solution, LPL Strategic Wealth Services (SW). In
addition to having access to LPL’s innovative wealth management
platform and sophisticated resources, SW advisors benefit from a
truly integrated service that includes simplified pricing,
technology and dedicated support to launch their practice. Then,
after the transition is complete, teams receive ongoing operations
support managed by their team of experienced professionals
including a business strategist, marketing partner, CFO and
administrative assistant. Advisors have one point of contact, a
dedicated team and priority access to advocacy and project
management for complex business issues, ultimately allowing them to
stay focused on the enduring needs of their clients and the culture
and evolution of their practice.
Outside of work, the team is deeply committed to giving back to
the community and country. Bill's U.S. Army service and Percy's
U.S. Marine Corps background instilled in them a profound sense of
duty and service. The team carries that ethos into their business,
where every client interaction reflects their commitment to serving
with honor, integrity and dedication.
Sarah was recognized by Barack Obama and Donald Trump with the
2016 and 2017 United States Presidential Service Award. She was
also the first woman recipient of I-4 Business Magazine’s “Leader
of the Year” in the field of Business Services and has been
recognized multiple times by Orlando Business Journal. The team
actively supports numerous charitable organizations including
TeamUp, Advent Health Winter Park, the Park Avenue District, Runway
to Hope, Make-A-Wish Rollins College Hamilton Holt School, Albin
Polasek Art & Sculpture Garden, Mennello Museum of Arts, Base
Camp Children’s Cancer Foundation, Winter Park History Museum and
Winter Park Day Nursery.
Scott Posner, LPL Executive Vice President, Business
Development, stated, “We welcome Sarah, Will, Dex and their team to
the LPL community and are proud to be their chosen partner as they
take the next step to continue Bill’s legacy. LPL Strategic Wealth
Services offers unprecedented flexibility to help advisors build an
ideal practice that suits their unique business needs. And we will
be there for each step of the way — from planning to transition to
ongoing business support. We look forward to a long-lasting
partnership with the entire team at Grafton Wealth Advisors and are
excited about what’s in store for this team.”
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. Grafton 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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