Business
LPL Financial Welcomes Syracuse Wealth Management
CHARLOTTE, N.C., July 19, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Syracuse Wealth Management has joined LPL Financial’s broker-dealer,
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"CHARLOTTE, N.C., July 19, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Syracuse Wealth Management has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team of six advisors reported having served approximately $250 million in advisory, brokerage and retirement plan assets*, and join LPL from Cadaret, Grant & Co., Inc. Based in Liverpool, N.Y., with branches in Syracuse and Utica, Syracuse Wealth Management is led by OSJ Gary Lucas along with partners Ronald Pratt, Jr. and Brenda Monk, who have a combined 75 years of experience in the financial services industry. They are joined by a robust team that includes branch financial advisors Michael J. Cook, Donald Jaquin and Jonathan Lovecchio, executive assistant and partner Audrey Hennessy, as well as their support staff. Together the group takes a focused and individualized approach to financial planning. “No two people are the same, which is why everyone needs their own personalized strategy,” Lucas said. “Our priority is to understand where our clients are coming from and then design a plan to help them meet their financial objectives. Whatever their financial goals might be, it’s our job to help them get there.” It was their client-first commitment that led Syracuse Wealth Management to LPL Financial. “We interviewed a number of firms, but after our meeting with LPL Financial it was clear they were the right fit for our business,” Lucas said. “LPL’s best-in-class tools and technology will allow us to elevate our client experience. A great example of this is LPL’s ClientWorks. Going from using multiple dashboards and having to remember numerous logins to one streamlined platform will help us increase our efficiencies and productivity. Plus, the fact LPL is self-clearing is an added bonus. Everything LPL offers shows they are committed to taking care of advisors, so we can take care of our clients. And that’s ultimately what this move is about – doing the best thing for our clients.” Scott Posner, LPL Executive Vice President, Business Development, added, “We welcome Gary, Ronald and Brenda and the entire team at Syracuse Wealth Management to the LPL community. We applaud their strategic and focused approach to help their clients work toward their financial objectives, and we are proud to support them with differentiated technology, business ...