Press release
LPL Financial Welcomes Gentle Family Wealth Partners
SAN DIEGO, Oct. 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Shawn Gentle, AIF® of Gentle Family Wealth Partners has joined LPL
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, Oct. 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Shawn Gentle, AIF® of Gentle Family Wealth Partners has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. He reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James. Based in Birmingham, Ala., Gentle brings 37 years of experience to his practice. His longstanding passion for economics and finance developed well before his time at the University of Alabama, where he continued to pursue diverse opportunities to deepen his industry knowledge. He serves clients throughout the Southeast, including retirees, business owners preparing to transfer their companies to the next generation, defense contractors and entrepreneurs. In addition, Gentle works closely with the National Christian Foundation and other charitable organizations by helping clients pursue their legacy and philanthropic goals through various charitable vehicles. \"I take the time to truly get to know my clients, their financial goals, their families, their companies, key employees and even the dynamics between family members. Now, I’m proud to be working with the third and fourth generations, which often happens when the process of estate and succession planning begins and introduces me to the next in line,” said Gentle. “It’s a natural evolution as families age, and I spend a lot of personal time with them, frequently being available during non-traditional work hours to consult on both financial and family matters when called upon. I especially enjoy working with clients who have legacy and philanthropic goals because our team can help them clarify and maximize their impact. The long-term impact in the greater community and even the world can extend many decades beyond the vision of the founding family.” Why Gentle Family Wealth Partners Chose LPL Looking for improved technology and autonomy, Gentle embarked on an extensive due diligence process that led him to LPL. “I chose to transition my practice to LPL’s corporate RIA because it offers the support and resources of a leading financial organization while allowing me to maintain the independence and personalized approach of a boutique firm,” said Gentle. “In today’s environment, where cybersecurity and advanced technology are c...