LPL Financial announced that financial advisors Christina McConnell, CRC, ADPA, Laura Long, CRPC, AWMA, MBA, and Jay Tillman, CPWA, CIMA, CFP, RICP, CLU, have joined LPL Financial’s supported independence model, LPL Strategic Wealth Services (SW). The team has reported having served approximately $375 million in advisory, brokerage and retirement plan assets and joins LPL from Wells Fargo Financial Advisors Network (FiNet).
Based in Davidson, North Carolina, 4Point Wealth Management was created in 2006 to champion each client’s unique wealth journey and pursuit of financial independence. This highly accredited team has over 50 years of industry experience collectively, and they specialize in comprehensive retirement planning, asset allocation analysis, executive compensation, and goals-based financial planning. And they are supported by Client Services Manager Randi Derene.
The team decided to affiliate via LPL’s comprehensive, supported independence solution, LPL Strategic Wealth Services – which combines the freedom and flexibility of entrepreneurship with hands-on business services and support to help practices thrive operationally and strategically. Along with having access to LPL’s innovative wealth management platform and sophisticated resources, SW advisors benefit from a truly integrated service that includes simplified pricing, technology, and dedicated support when launching their practice.
After this transition is complete, SW teams receive ongoing operations support managed by their team of experienced professionals, including a business strategist, marketing partner, CFO, and administrative assistant. Advisors have one point of contact, a dedicated team, and priority access to advocacy and project management for complex business issues, ultimately allowing them to stay focused on the enduring needs of their clients and the culture and evolution of their practice.
KEY QUOTES:
“We are committed to being there for each client’s significant life moments. We’ve grown our business organically over the years by providing a high level of service and developing meaningful relationships that go beyond investment management.”
- Christina McConnell while noting the name 4Point represents the four cornerstones of wealth management: building, managing, protecting and transitioning wealth
“Remaining true to our core principles, we decided it was time to evolve as a team and create a more ideal environment where we have true independence, supported by a partner who shares our values and client-first mentality. Partnering with LPL allows us to be more transparent as we deepen our relationships with clients. We have access to best-in-class technology and strategic business resources, and we can now offer more personalized investment options and enhanced service experiences.”
- Laura Long
“We really appreciate the invaluable support from LPL, including guidance on business development, marketing strategies and operational efficiency. We are excited about having the autonomy to shape our practice the way we want and build a culture that reflects our true values and commitment to our clients. This new chapter allows us to spend more time serving our clients, offering an array of new products, services, support and tools for even more personalized financial strategies.”
- Jay Tillman
“We welcome Christina, Laura, Jay and Randi to the LPL Strategic Wealth Services community. It’s an honor to be their chosen partner as they build out the next phase of their ideal practice — one centered around putting their clients’ best interests first. We are committed to delivering sophisticated resources and an open-architecture platform that allow advisors to use the tools that work best for their business. On top of that, the LPL Strategic Wealth Services team will be there each step of the way to provide an additional layer of comprehensive, modern services and support. We look forward to a long-lasting and successful relationship with 4Point Wealth Management.”
- Scott Posner, LPL Executive Vice President, Business Development
