LPL Financial announced that the advisors of LPL Financial have joined the firm’s broker-dealer and Registered Investment Advisor platform from Ameriprise. The team from Cebert Wealth Advisors reported serving approximately $1 billion in advisory, brokerage and retirement plan assets.
Based in Central Florida, Cebert Wealth Advisors focuses on serving retirees, pre-retirees and multigenerational families in The Villages, one of the nation’s largest retirement communities. The firm provides guidance around retirement income planning, wealth preservation and legacy planning for more than 1,700 clients.
The practice is led by founder and president Dale Cebert, ChFC, CLU, CASL, alongside advisors Alec Thomas, Catherine Harris, CRPC, APMA, Tom Romanac, APMA, CRPC, Stephen Peterson, APMA, David DeSantis, APMA, and Mark Dickerson, CFP, ChFC, CDFA.
According to the announcement, the firm differentiates itself through a collaborative approach in which multiple advisors support client relationships. The structure is designed to provide continuity of service and broader planning expertise for clients over time.
The Cebert Wealth Advisors team selected LPL Financial for its independent platform, investment research capabilities and access to technology and investment solutions intended to support advisor efficiency and client service. Supporting staff members include Amanda Christensen, Briana Scovack, Martha Moss, Heather Widmann, Justin Rosasco, Julie Thomas, Amanda Griffor, Angela Blansett, Shelby Cebert, Debbie Jordan and Tori Thomas.
Marc Cohen, chief growth officer at LPL Financial, said the firm’s culture and retirement-focused expertise align well with LPL’s advisor support platform.
About LPL Financial
LPL Financial Holdings Inc. is a wealth management firm supporting more than 32,000 financial advisors and approximately 1,100 financial institutions. The company services and custodies approximately $2.3 trillion in brokerage and advisory assets on behalf of about 8 million Americans.
KEY QUOTES:
“The Villages is a community filled with people who have worked hard, built meaningful careers and are now focused on enjoying retirement while protecting what they’ve built. Our role is to help clients navigate that transition with confidence by providing thoughtful, personalized strategies that support sustainable income, long-term financial freedom and legacy planning.”
“We emphasize long-term relationships over transactions. Many of our clients introduce their children to our firm, allowing us to support multiple generations within the same family. It’s incredibly meaningful work, and it’s central to who we are as a practice.”
“Joining LPL gives us the flexibility to remain independent while expanding the resources we can deliver to our clients. Access to broader investment solutions, research and technology allows us to continue providing sophisticated, personalized advice tailored to the unique goals of each family we serve.”
Dale Cebert, Founder And President, Cebert Wealth Advisors
“We’re pleased to welcome Cebert Wealth Advisors to LPL. Dale and his team have built a deeply valued practice rooted in long-term relationships, local expertise and a strong understanding of retirees’ needs. Their collaborative culture and commitment to personalized planning align well with our purpose to empower advisors with the independence, technology and support they need to serve clients with confidence.”
Marc Cohen, Chief Growth Officer, LPL Financial
