Core Insights - LPL Financial has welcomed Zarra Wealth Management, which manages approximately $270 million in advisory, brokerage, and retirement plan assets, to its platform from Ameriprise [1][2]. Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,100 financial institutions, with around $1.9 trillion in brokerage and advisory assets [6]. Team Background - The Zarra Wealth Management team, based in Westbury, NY, consists of Christopher Zarra, James Kelly, and Michele Welch, who collectively have 48 years of experience in the financial industry, focusing on families and retirees [2]. Client Service Philosophy - The team emphasizes high-touch, personalized service, treating clients like family and prioritizing their best interests [3][4]. Reasons for Transition - Zarra Wealth Management sought greater autonomy and independence from the franchise model, choosing LPL for its lack of proprietary investment products and the flexibility to customize client strategies [4][3]. Support and Resources - LPL Financial provides a broad range of products, tools, technology, and support to help advisors elevate their practices and better serve their clients [4].