Business
Davis Executive Wealth Joins LPL Strategic Wealth
Davis Executive Wealth Joins LPL Strategic Wealth
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, May 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Davis Executive Wealth have joined LPL Financial’s supported independence model, LPL Strategic Wealth. The team reported serving approximately $635 million in advisory assets* and joins LPL from Steward Partners. Based outside of Boston in Norwell, Mass., Davis Executive Wealth is led by Timothy Davis, CFP®, senior managing partner. The team also includes managing partners Michaelyn Bortolotti and Michael Carilli, along with Edward Neibert and Henry Brown, who support the firm’s client service and operations. Davis Executive Wealth serves a national client base of c-suite executives, entrepreneurs, business owners and high-net-worth families, with a strong presence up and down the East Coast, Houston, Denver and Chicago markets. The firm focuses on high-net-worth and ultra-high-net-worth families, delivering comprehensive financial planning and investment planning strategies designed to address complex tax, estate, liquidity and generational planning needs. “At Davis Executive Wealth, everything we do is rooted in delivering on our promises and holding ourselves to the highest standards of service,” said Davis. “Our clients expect thoughtful planning, disciplined investment strategies and a team that follows through. That commitment — what we call the Davis Difference — is central to how we serve families and help them manage, preserve and ultimately transfer their wealth.” The Davis Executive Wealth team takes a planning-led approach centered on investment management and informed by each client’s broader financial plan. The firm works closely with clients’ accountants and attorneys to help address sophisticated estate and tax considerations while maintaining a strong focus on capital preservation, long-term growth and multigenerational planning. Why They Chose LPL Strategic Wealth The team selected LPL Strategic Wealth for its enhanced service model designed to support advisors who serve complex, high-net-worth clients. Strategic Wealth combines the freedom and flexibility of entrepreneurship with hands-on business services and dedicated support to help practices thrive both operationally and strategically. “Strategic Wealth was the clear differentiator,” Davis said. “It offers an enhanced level of support that aligns di...