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LPL Financial Welcomes Financial Advisor Michelle Brennan Hall
CHARLOTTE, N.C., May 10, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Michelle Brennan Hall of Brennan Wealth Advisors,
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"CHARLOTTE, N.C., May 10, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Michelle Brennan Hall of Brennan Wealth Advisors, LLC has joined LPL Financial’s broker-dealer, RIA and custodial platforms. She reported having served approximately $220 million in advisory, brokerage and retirement plan assets*, and joins LPL from FSC Securities Corporation, part of the Advisor Group network. Based in Frisco, Texas, which is surrounded by headquarters of many publicly traded and private companies, Michelle is a veteran wealth advisor with more than 30 years guiding investors’ net worth and financial decisions. She started working at her father’s wealth management business in 1990 prior to launching her own independent practice—Brennan Wealth Advisors—in 2010. The team has grown to include her husband, Director of Operations Jeff Hall, Director of Portfolio Operations Mary Kloesel and Michelle’s son Cameron Hall, a financial analyst, as well as two additional support staff members. Known for creating the Financial Life Map Strategy™ that fosters investor financial strength and well-being, Michelle understands the importance of clarity about the road ahead. She is deeply committed to contributing to her clients’ success by providing constant attention, innovative thinking and sound guidance. During the early days of the pandemic, the Brennan Hall team took time to evaluate their practice and decided to narrow focus on the family unit, specifically on inheritors. “We believe wealth goes beyond financial assets. The wealth creators really want to pass on more than just money to the next generations. They want to pass on values and traditions. Wealth creators want to pass on a way of life, their stories and family history,” Michelle said. “As a firm, we are making a point to have those important conversations with families so both parents and inheritors can find meaning in the wealth transfer.” That culture shift led the firm to LPL. “It was important for us to find a partner with the tools and platform necessary for us to reach the next level in our growth in serving client families. We set out some ideas about what we wanted and LPL stood out as a clear choice to help us maximize our firm’s potential,” Michelle said. “LPL is solely focused on the advisor and making it easy to do business in a streamlined way...