$2b Wirehouse Team Joins LPL Financial, Gladstone Wealth Partners - Seite 2

Gallagher and Levin worked with Richard Frick, managing partner and CEO at Gladstone Wealth Partners, at Morgan Stanley. Their relationship played a large role in their decision to join Gladstone and LPL. “We have confidence in Rick and trust his team implicitly,” Gallagher said. “We know that the entire Gladstone team understands the unique challenges and opportunities facing the modern advisor and our clients, and they are here to support us, both now and in the future.”

Frick stated, “All of us at Gladstone Wealth Partners congratulate Mark and John on their transition to independence. They have been one of the premier teams at Morgan Stanley for decades. Their move to independence represents the continuing trend of successful, high-net-worth teams gaining independence to have more control over how they run their businesses and how they serve their clients. They chose to align with Gladstone for the personalized support and dedicated resources we provide to transitioning advisors, backed by LPL’s size, scale and innovative capabilities. I have worked with and have known Mark and John for years, and I am excited to support the launch of their independent business and help them grow.”

Rich Steinmeier, LPL Financial managing director and divisional president, Business Development, said, “We extend a warm welcome to John, Mark and the entire Maverick team, and we congratulate Gladstone on growing its network of quality advisors. As a partner with scale, we are committed to supporting our advisors’ ability to meet their clients’ expectations for superior service and access to sophisticated wealth management solutions. We also deliver the resources and services that help these independent business owners operate efficiently, differentiate their practices and build a business with value. We look forward to a long-lasting partnership with Maverick Partners Wealth Management.”

Read about other firms that recently joined LPL in the LPL Financial News and Media section of LPL.com.

Advisors, find an LPL business development representative near you.

About LPL Financial
LPL Financial (https://www.lpl.com) is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors, professionals, and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.