LPL Financial Welcomes Shoreline Private Wealth Management

Core Insights - LPL Financial LLC has welcomed Jason Mochi from Shoreline Private Wealth Management, which manages approximately $275 million in advisory, brokerage, and retirement plan assets, transitioning from Morgan Stanley [1][2]. Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 32,000 financial advisors and approximately 1,200 financial institutions, with around $2.4 trillion in brokerage and advisory assets for about 8 million Americans [6]. Client Focus and Service Model - Shoreline Private Wealth Management emphasizes a personalized, family-focused service model, prioritizing long-term relationships and comprehensive planning over transactional interactions [3][4]. - Jason Mochi's approach to wealth management is characterized by listening, disciplined strategy, and independent judgment, aligning with clients' long-term goals [2][4]. Strategic Partnership - The decision to partner with LPL was driven by its scale, platform strength, and support for a high-touch, client-first service model, allowing Shoreline to deliver customized advice without compromise [3][4]. - LPL's commitment to providing innovative technology and comprehensive business solutions aligns with Shoreline's focus on independence and personalization in client service [4].