checkAd

Seapoint Wealth Advisors Launches with Support of LPL Financial

Nachrichtenquelle: globenewswire
28.04.2021, 15:00  |  125   |   |   

CHARLOTTE, N.C., April 28, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisor Chad Taylor CFP, has launched a new independent practice, Seapoint Wealth Advisors, through affiliation with LPL Financial’s Strategic Wealth Services (SWS) model designed to support the unique needs of breakaway advisors. In addition to leveraging LPL’s integrated wealth management platform to support his practice, the SWS model delivers ongoing, personalized support for daily operations and long-term business management. Taylor reported having served approximately $215 million in advisory, brokerage and retirement plan assets*. He joins LPL from UBS Financial Services.

Based in San Diego, Taylor began his financial services career in 1997. Today, he works primarily with high-net-worth families and small businesses on wealth creation and preservation strategies. He is joined by Sarah Izidoro, director of client services, and his wife, Elizabeth Taylor, office manager.

Through the years, Taylor’s investment process has helped guide his clients through some challenging market conditions. Personal attention, open communication and exemplary service stand as the fundamentals of his service commitment. After considering what’s best for their clients, Taylor and his team chose to launch an independent firm and brand it as Seapoint Wealth Advisors. In naming the firm, Taylor wanted to highlight the importance of recognizing the various points encountered throughout life. “Much like the sea, it is calming when life is on a smooth path, but we can experience brief periods of turbulence when unpredicted changes occur. Our goal is to help our clients navigate those periods of turbulence and point them in the direction of long-term success,” said Taylor, a father of four who maintains close community ties with groups such as the Helen Woodward Animal Center, Pink Journey, Rady Children's Hospital and The Navy Seal Foundation.

Taylor chose to join LPL to run a business on his own terms, while also being able to focus on what he loves most about his job—interacting with his clients. “The independent model offers more freedom and flexibility, and also makes it easier to work with my clients. I’m going from being a W2 employee to the owner of a company where I have more control on how we manage clients and accounts. This move fulfills my goal of creating a firm that provides a higher level of service where we can offer advice customized to each client’s specific situation,” Taylor said, adding he especially appreciates the ability to choose his own technology for portfolio management.

Seite 1 von 3


LPL Financial Holdings Aktie jetzt über den Testsieger (Finanztest 11/2020) handeln, ab 0 € auf Smartbroker.de



0 Kommentare

Schreibe Deinen Kommentar

Bitte melden Sie sich an, um zu kommentieren. Anmelden | Registrieren

 

Disclaimer

Seapoint Wealth Advisors Launches with Support of LPL Financial CHARLOTTE, N.C., April 28, 2021 (GLOBE NEWSWIRE) - LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisor Chad Taylor CFP, has launched a new independent practice, Seapoint Wealth Advisors, through affiliation with LPL Financial’s …

Nachrichten des Autors

Titel
Titel
Titel
Titel