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LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
LPLALPL Financial(LPLA) GlobeNewswire·2025-03-12 12:55

Core Insights - LPL Financial LLC has announced the addition of four financial advisors who collectively manage approximately 475millioninadvisory,brokerage,andretirementassets,joiningfromWellsFargoAdvisorsandEdwardJones[1][2][10]−CarnegiePrivateWealth,launchedin2023,hasexperiencedsignificantgrowthbyleveragingLPL′sresourcesandattractingadvisorswhoprioritizeclientrelationshipsandexceptionalservice[2][8]Group1:NewAdvisors−JamesLarsen,with18yearsininternationalbusinessmanagement,aimstoprovideclientswithpeaceofmindinwealthmanagementandchoseLPLandCarnegieforbusinesscontinuity[3][4]−LucasDeckerhasbuiltapracticefocusedonstrategicfinancialsolutionsforbusinessownersandpre−retirees,valuingtheadvancedplanningresourcesatCarnegie[5][6]−KevinLewis,afinancialadvisorfor10years,emphasizesunderstandingclients′uniquestoriesandgoals,andappreciatesthecollaborativeenvironmentatCarnegie[6][7]−SethMiller,whobeganhiscareerinfinancialservicesincollege,focusesonwealthpreservationforyoungprofessionalsandbusinessowners,findingthemovetoCarnegieanobviouschoice[7][8]Group2:CompanyGrowthandStrategy−CarnegiePrivateWealth′sgrowthreflectsitscommitmenttoexceptionalclientserviceandprofessionalexcellence,supportedbyLPL′sinnovativetechnologyandresources[8][10]−JordanRaniszeski,SeniorManagingPartnerofCarnegie,highlightedthestrategicexpansionasameanstoenhanceclientserviceandexpertise[9][10]−ScottPosnerfromLPLemphasizedtheimportanceofclient−centricadvisorsandthefirm′scommitmenttosupportingtheirgrowththroughdifferentiatedbusinesssolutions[10]Group3:LPLFinancialOverview−LPLFinancialisoneofthefastest−growingwealthmanagementfirmsintheU.S.,supportingnearly29,000financialadvisorsandmanagingapproximately475 million in advisory, brokerage, and retirement assets, joining from Wells Fargo Advisors and Edward Jones [1][2][10] - Carnegie Private Wealth, launched in 2023, has experienced significant growth by leveraging LPL's resources and attracting advisors who prioritize client relationships and exceptional service [2][8] Group 1: New Advisors - James Larsen, with 18 years in international business management, aims to provide clients with peace of mind in wealth management and chose LPL and Carnegie for business continuity [3][4] - Lucas Decker has built a practice focused on strategic financial solutions for business owners and pre-retirees, valuing the advanced planning resources at Carnegie [5][6] - Kevin Lewis, a financial advisor for 10 years, emphasizes understanding clients' unique stories and goals, and appreciates the collaborative environment at Carnegie [6][7] - Seth Miller, who began his career in financial services in college, focuses on wealth preservation for young professionals and business owners, finding the move to Carnegie an obvious choice [7][8] Group 2: Company Growth and Strategy - Carnegie Private Wealth's growth reflects its commitment to exceptional client service and professional excellence, supported by LPL's innovative technology and resources [8][10] - Jordan Raniszeski, Senior Managing Partner of Carnegie, highlighted the strategic expansion as a means to enhance client service and expertise [9][10] - Scott Posner from LPL emphasized the importance of client-centric advisors and the firm's commitment to supporting their growth through differentiated business solutions [10] Group 3: LPL Financial Overview - LPL Financial is one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and managing approximately 1.7 trillion in assets for around 6 million Americans [12] - The firm offers a variety of advisor affiliation models, investment solutions, and fintech tools, allowing advisors to choose the resources they need to succeed [12]