Business
LPL Financial Welcomes New Father-Son Linsco Team
CHARLOTTE, N.C., May 08, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jeffrey Katz CIMA, and Justin Katz have joined
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"CHARLOTTE, N.C., May 08, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jeffrey Katz CIMA, and Justin Katz have joined LPL’s employee advisor channel, Linsco by LPL Financial (“Linsco”), to launch their practice, Katz Wealth Advisors of LPL Financial. They reported having served approximately $210 million in advisory, brokerage and retirement plan assets*, and join LPL from Wells Fargo Advisors. With more than 40 years of financial services experience, Jeffrey grew up intrigued by economics, market conditions, geopolitics and his own family’s investment experience, spurring a lifelong passion for investing. This, combined with his desire to help guide families and individuals on a personal level as they aspire to reach their financial goals, excites him about the important work he does each day. Justin, who was also keenly aware of economics and personal finance at a young age, started his career in the tech industry before following his father’s footsteps in 2016 to help grow the practice and connect with younger generations of clients. “I’ve always been attracted to the idea that we can help people navigate the complexities as they work toward their financial goals,” Justin said. “It's not just charts and numbers, but I really love having the ability to help people in a meaningful way with some of the most important decisions of their lives.” The father-son dynamic has been instrumental in the growth of their practice. “We communicate very well and have a really good time rolling up our sleeves to help other families solve their problems,” Jeffrey said. “We think of it as a family helping other families.” They take a comprehensive approach to wealth management, first understanding each client’s unique story, priorities, beliefs and long-term goals before they create highly personalized investment strategies and plans. They believe ongoing education, listening and asking the right questions are keys to success. The Katz team also includes Registered Client Service Associate Heather Cheney. They work remotely from Napa, Calif., Incline Village, NV., and Portland, Ore. Looking to enhance the service experience for clients and take more control of their business, the Katz team turned to Linsco by LPL Financial. “We’re excited by what LPL has to offer and the dedicated support we’ll receive from ...