Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services - Seite 2

“We are thrilled to continue the Grafton Wealth legacy by prioritizing our clients’ needs above all else. Their success remains our driving force, guiding every decision and action we take,” Will said. “LPL Financial empowers us to best serve our clients with flexibility to tailor our services to meet each client's unique financial goals and aspirations, ensuring their success remains our top priority."

Not wanting to face all the hurdles of entrepreneurship alone, the team chose to affiliate via LPL’s comprehensive supported independence solution, LPL Strategic Wealth Services (SW). In addition to having access to LPL’s innovative wealth management platform and sophisticated resources, SW advisors benefit from a truly integrated service that includes simplified pricing, technology and dedicated support to launch their practice. Then, after the transition is complete, teams receive ongoing operations support managed by their team of experienced professionals including a business strategist, marketing partner, CFO and administrative assistant. Advisors have one point of contact, a dedicated team and priority access to advocacy and project management for complex business issues, ultimately allowing them to stay focused on the enduring needs of their clients and the culture and evolution of their practice.

Outside of work, the team is deeply committed to giving back to the community and country. Bill's U.S. Army service and Percy's U.S. Marine Corps background instilled in them a profound sense of duty and service. The team carries that ethos into their business, where every client interaction reflects their commitment to serving with honor, integrity and dedication.

Sarah was recognized by Barack Obama and Donald Trump with the 2016 and 2017 United States Presidential Service Award. She was also the first woman recipient of I-4 Business Magazine’s “Leader of the Year” in the field of Business Services and has been recognized multiple times by Orlando Business Journal. The team actively supports numerous charitable organizations including TeamUp, Advent Health Winter Park, the Park Avenue District, Runway to Hope, Make-A-Wish Rollins College Hamilton Holt School, Albin Polasek Art & Sculpture Garden, Mennello Museum of Arts, Base Camp Children’s Cancer Foundation, Winter Park History Museum and Winter Park Day Nursery.