LPL Welcomes Prill | Garwood Financial Advisors

Core Insights - LPL Financial has welcomed financial advisors Shane J. Prill, Vance E. Garwood, and Grant Garwood, who collectively manage approximately $900 million in advisory, brokerage, and retirement plan assets, transitioning from Raymond James to LPL Financial [1][3] Group 1: Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and servicing approximately $1.7 trillion in brokerage and advisory assets for around 6 million Americans [6] - The firm offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services, allowing advisors and institutions to select the business model and resources that best suit their needs [6] Group 2: Advisor Background - Shane J. Prill began his investment career in 1986, with experience as a tax practitioner and community banker, while Vance and Grant Garwood joined Prill's team in 2008 and 2019, respectively, after building their careers at other financial advisory firms [2] - The team is supported by four office members who contribute significantly to the practice's success [2] Group 3: Client Commitment and Values - The advisors emphasize a client-centric approach, focusing on personalized wealth strategies that cater to both basic and complex financial needs [3] - They aim to enhance client service by leveraging LPL's innovative technology and strategic resources, which will allow them to invest more time in client relationships [4] Group 4: Community Involvement - The advisors are actively involved in their community and churches, with Prill serving on the board of directors for a $2 billion pension fund and Vance Garwood being a past president of the Financial Planning Association of Kansas [4]