Father-Son Financial Advisors Michael and Wes Climer Join Linsco by LPL Financial

About this update from Lpl Financial Holdings Inc.

[{"type":"text","content":"CHARLOTTE, N.C., Sept. 11, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Michael Climer and South Carolina State Sen. Wes Climer have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Climer Wealth Management Group. They reported having served approximately $280 million in advisory, brokerage and retirement plan assets* and come to LPL from Wells Fargo Advisors. They join fellow employee advisors at a dedicated Linsco office on Carnegie Boulevard in Charlotte. A four-decade veteran of the financial services industry, Mike Climer grew his practice organically over the years by providing comprehensive wealth management and investment strategies to business owners and high-net-worth families with an eye toward generational planning. Wes Climer, who represents York County in the state senate, grew up working with his father each summer and on school breaks. His career path took him to Capitol Hill, where he served as press secretary for several Members of Congress until 2011, when he returned to the financial services industry. He now works alongside Mike to help clients with investment selection and portfolio construction, with a focus on helping younger generations build healthy financial habits and practices around multigenerational wealth. They are joined by Client Services Associate Deborah Higel, a licensed paraplanner and 30-year industry veteran. Recognizing the need for a new wealth management partner, the Climers spent the past three years interviewing firms, including large wirehouses, banks, broker-dealers and RIAs. Their due diligence brought them to Linsco by LPL Financial. Why they chose Linsco by LPL Financial “LPL was just the best fit culturally, in terms of tools and resources, and it gives us the freedom to focus on each client’s best interest along with more flexibility in how we can tailor experiences and investment strategies,” Wes Climer said. “I also love that LPL is a hometown firm in the county I live in and serve.” They chose to join the firm’s employee advisor model because it helps bridge the gap between working in a wirehouse environment and being independent. Linsco serves financial advisors seeking the core tenets of independence, including owning their client relationships and having flexibility to run their practice on thei...

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