Business
Advisor Amy S. Lawrence Joins LPL Financial to Launch Independent Practice
CHARLOTTE, N.C., June 05, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Amy S. Lawrence has joined LPL Financials’
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"CHARLOTTE, N.C., June 05, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Amy S. Lawrence has joined LPL Financials’ broker-dealer, RIA and custodial platforms. She reported having served approximately $475 million in advisory, retirement plan, banking and credit business* and joins LPL from Bank of America Private Bank. With the move, Lawrence launches Gorilla Investments Co., a Miami-based independent financial practice. She named the firm Gorilla Investments to represent the strength of the financial services clients will receive and the power of her client base of high-net-worth investors. Since 2016, Lawrence has grown her practice by working closely with private business owners, entrepreneurs, executives and affluent families to help define, pursue and integrate their financial priorities. Her approach is collaborative and thoughtful, with the goal of helping clients address the many complexities of their finances before enacting strategies that leverage Gorilla Investment Co.’s many solutions. Lawrence also supports business owners with guidance on succession planning and exit strategies and helps deliver professional oversight to support their post-sale wealth-management needs. “We focus on what makes each client’s wealth journey unique and then empower them with the right strategy and plan for them,” said Lawrence, who is joined by Client Relationship Manager Rey Lawrence. “We are committed to being there for our clients every step of the way, supporting them as they navigate complex life choices and relationships.” Lawrence is attuned to the economic conditions that have attracted wealthy people to South Florida, and frequently serves as a guide to help weigh the financial, business, personal and philanthropic decisions that accompany a relocation to the state. Deeply involved in the community, Lawrence serves as the President of the Miami Finance Forum and the Southeast Regional Director of the Hedge Fund Association. \"I am thrilled that Gorilla Investments Co. has decided to launch in the vibrant city of Miami,” said Miami Mayor Francis Suarez. “The commitment of Amy and her team to providing exceptional financial services aligns perfectly with our vision to become the 'capital of capital.' Together, we’ll continue to foster a thriving ecosystem that attracts top talent and drives e...