Business
LPL Financial Welcomes Financial Advisor Andrew Hayek
CHARLOTTE, N.C., Aug. 16, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Andrew Hayek CFP® has joined LPL Financial’s
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"CHARLOTTE, N.C., Aug. 16, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Andrew Hayek CFP® has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Bluestone Wealth Partners. Hayek reported having served approximately $165 million in advisory, brokerage and retirement plan assets*, and joins LPL from JP Morgan Securities. Based in Westerville, Ohio, Hayek is a 1993 Penn State graduate who spent the first four years of his career in Landscape Contracting. He then made a shift to pursue his MBA at Case Western Reserve University Weatherhead School of Management where he found his interest in finance. After graduating in 1999, Hayek began a career in the financial services industry. Throughout his 23 year career he has built his practice specializing in retirement goals-based planning. “My passion is working with individuals and couples planning for retirement and creating distribution strategies that will not only last their lifetime, but also allow them to leave a legacy for future generations,” Hayek said. Outside of work, the father of three has served as a volunteer coach in the Dublin Soccer League and is an active member of St Brigid of Kildare. He is also deeply committed to working with youth to help them understand responsible money management and he is often a speaker for middle school students. With the goal to best serve his clients by broadening the flexibility of offerings for his clients’ needs, Hayek chose to move to LPL Financial and join the team at Bluestone Wealth Partners. “This is an opportunity for me to be independent and choose the products and services that are the best fit for my clients and business, especially in terms of financial planning,” Hayek said. “LPL offers more flexibility in how I build my practice, along with integrated capabilities that will help take the business to the next level and truly offer elevated experiences for my clients. Additionally, Bluestone Wealth Partners really has a great synergy and I’m confident it’s the perfect fit for me.” Ric Martin, Bluestone’s Managing Partner, said, “Upon getting to know Andrew, it was apparent that he is passionate about his clients and his craft. In terms of his personality, Andrew clicked with our team instantly. There is no doubt that he will be a perfect addition to...