LPL Financial announced that financial advisors Sarah Grafton, William “Will” Grafton IV, CFP, CEPA, and Dexter Grafton, CPFA, CFA, launched a new independent practice, Grafton Wealth Advisors, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. They reported having served about $580 million in advisory, brokerage, and retirement plan assets and joined LPL from Merrill Lynch.
Based in Winter Park, Florida, the three siblings are proud to continue the legacy of their father, William “Bill” Grafton III, who started the family business in 1972. Each sibling advisor brings unique passions and experiences to the team, helping every client feel more confident about their financial well-being. Client relationship managers Tanya Carroll AAMS and Percy Canteenwalla round out the group.
The team chose LPL because the Strategic Wealth Services offering gives them the flexibility and choice to build a boutique practice with a concierge service model. And the Grafton team works with several high-net-worth (HNW) multigenerational families and business owners, so it was also important to partner with a firm that provides dedicated HNW resources and customized solutions to support more complex situations like advanced estate and philanthropy planning, income tax strategy, trustee services, a robust alternative investment platform, banking and lending solutions, complex life insurance planning, etc.
Outside of work, the team is committed to giving back to the community and country. Bill’s U.S. Army service and Percy’s U.S. Marine Corps background instilled a profound sense of duty and service. And the team carries that ethos into their business, where every client interaction reflects a commitment to serving with honor, integrity, and dedication.
And Sarah was recognized by Barack Obama and Donald Trump with the 2016 and 2017 United States Presidential Service Award. The team also supports numerous charitable organizations including TeamUp, Advent Health Winter Park, the Park Avenue District, Runway to Hope, Make-A-Wish Rollins College Hamilton Holt School, Albin Polasek Art & Sculpture Garden, Mennello Museum of Arts, Base Camp Children’s Cancer Foundation, Winter Park History Museum, and Winter Park Day Nursery.
KEY QUOTES:
“With our family dynamic and service-oriented team, we put clients at the center of everything we do and take a proactive approach to give them the best possible experiences and results. We take the time to listen, educate and adjust to help clients understand our recommendations as we guide them through the ever-changing market dynamics.”
– Sarah Grafton
“This move puts us in a better position to provide highly customized strategies and independent financial advice in our clients’ best interests, outside of corporate pressure,” Dexter said. “LPL provides the confidence and scale as a leading wealth management firm that we know our clients value, as well as an additional layer of personalized, sophisticated support to help us focus on what’s most important: our relationship with clients.”
– Dexter Grafton
“We are thrilled to continue the Grafton Wealth legacy by prioritizing our clients’ needs above all else. Their success remains our driving force, guiding every decision and action we take. LPL Financial empowers us to best serve our clients with flexibility to tailor our services to meet each client’s unique financial goals and aspirations, ensuring their success remains our top priority.”
– William “Will” Grafton IV
“We welcome Sarah, Will, Dex and their team to the LPL community and are proud to be their chosen partner as they take the next step to continue Bill’s legacy. LPL Strategic Wealth Services offers unprecedented flexibility to help advisors build an ideal practice that suits their unique business needs. And we will be there for each step of the way — from planning to transition to ongoing business support. We look forward to a long-lasting partnership with the entire team at Grafton Wealth Advisors and are excited about what’s in store for this team.”
– Scott Posner, LPL Executive Vice President, Business Development
