LPL Financial recently announced that financial advisors Erick Simonds, CRC, Eugene Sninski, II, and Lisa Sninski have joined LPL Financial’s broker-dealer, RIA, and custodial platforms. The team reported serving about $250 million in advisory, brokerage, and retirement plan assets and joined LPL from Wells Fargo Advisors.
Based in Brick, New Jersey, Erick and Eugene have worked together for about 17 years, with Lisa (Eugene’s sister) joining three years ago. The three have deep ties to the community and grew their practice by cultivating meaningful relationships with local businesses, charities, and schools. They also use a diversified and risk-based wealth management process to help pre-retirees establish wealth, transition to retirement, and plan for their legacy.
In moving to LPL, the three managing partners are proud to launch Windward Wealth Advisors with a nautical theme that pays tribute to their seaside community.
KEY QUOTES:
“Much like a sailor going into the wind will need experience and skill, an advisor needs to be able to change their approach based on market fluctuations to ensure clients end up at their desired destination.”
“LPL is a strong partner that gives us independence and autonomy so that our service model and investment decisions can be made by the team, outside of corporate mandates or restrictions. Our service model is second to none, with a white-glove approach and family feel. This move will allow us to work with clients in that regard, but with more support in terms of technology, marketing and compliance. We are eager to tap into the entire catalog of LPL’s vast resources so we can continue serving clients in the same market we’ve been in for the last 17 years.”
– Erick Simonds
“We welcome Erick, Eugene and Lisa to the LPL community and congratulate them on the launch of their new independent practice. We are committed to providing personalized support for each step of their journey as they grow their business on their own terms, evolve with the industry and bring more value to clients. At LPL, we provide ultimate choice and flexibility in how advisors build their perfect practice. We are a partner for the long run, making investments in innovative capabilities and robust business resources designed to help advisors thrive. We look forward to supporting Windward Wealth Advisors for years to come.”
– Scott Posner, LPL Executive Vice President, Business Development
