Business
Financial Advisors Ron Clark, George Brkljacic Join LPL Financial
CHARLOTTE, N.C., March 20, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Money Matters has joined LPL Financial’s broker-dealer, RIA and
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"CHARLOTTE, N.C., March 20, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Money Matters has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $250 million in advisory, brokerage and retirement plan assets*, and joins LPL from Cetera. Founded by CEO Ron Clark, Money Matters is a financial consulting firm based in Tampa, Fla. and Gadsen, Ala. Clark partnered with fellow advisor George Brkljacic, CFP® about 17 years ago, and they are assisted by seven office support members, all who are client-centric and knowledgeable in the complexities of the financial services industry. To date, the team has served four generations of families, as well as numerous businesses, churches and charitable organizations. “We’ve developed a financial coaching process to provide balanced financial solutions and strategic investment planning, one client at a time,” said Clark, whose 40 years of experience and practical application enable him to make financial concepts easy to understand and implement. Seeking innovative resources and more guided independence to serve their clients’ best interests, the advisors chose to shift their business to LPL. Clark and Brkljacic researched wealth management firms for two years prior to making the move. “In looking at firms, there were certain criteria that we looked for, from an enhanced client technology experience to ease of doing business,” Brkljacic said. “We wanted a partner committed to providing resources to help and enhance our ability to serve our clients, along with our expanding practices. LPL checked every box that was important to us.” Clark added, “LPL stood out like a lighthouse calling us home. After seeing the expansive and connected tools at LPL, we felt it’s a better match to serve our clients evolving needs. We appreciate that we no longer have to enter the same information multiple times. All the systems with LPL are integrated, making it much easier to do business. In turn, this allows us to devote more time for research and enhancing the service we provide to our clients.” Scott Posner, LPL Executive Vice President, Business Development, stated, “It is an honor to welcome Ron, George and the entire Money Matters team to LPL. We have a deep understanding of the marketplace and are committed to delivering exceptional...