LPL Financial announced that the advisors with Bury Financial Group had joined LPL Financial’s broker-dealer, RIA, and custodial platforms. They reported serving about $655 million in advisory and retirement plan assets and joining LPL from Osaic.
President and Managing Partner Todd Bury launched the Youngstown, Ohio-based practice in 1992 while he was a sophomore in college. And he earned his financial planning license by age 20 and steadily grew his client base, operating as a one-man shop for more than a decade. In 2006, Bury partnered with Vice President/ Managing Partner Brian Laraway – who shared his values and belief that clients are better served in a collaborative environment where each advisor brings a different skillset and background to the team.
They together built a full-service wealth management firm focused on long-term planning. This team now includes fellow partners David Maxwell, Gregory Gett and Kelcie Schiraldi, as well as advisors Nicholas Romeo and Sarah Bury. And they are supported by Vice President of Operations Kelly Frammartino, paraplanners Bill Nock and Alexander Baker, and client services team members Jocelyn Palowitz and Amanda Peffer.
KEY QUOTES:
“We have close relationships with each of our clients and treat them like family. It’s our goal to help them lead happier, healthier and more productive lives. We believe our success is based on our long history of strong leadership, sound investments and innovative products and services.”
-Todd Bury
“We are excited to join LPL Financial and partner with a firm that shares our commitment to providing clients with the highest level of service and advice. LPL is dedicated to independence and providing ultimate flexibility with an open architecture platform that empowers advisors to provide a broad spectrum of investment products and services to clients. With this move, we have strengthened our team and brand to give clients the level of service they deserve and should expect.”
-Brian Laraway
“It’s an honor to welcome Bury Financial Group to LPL. As teams like Bury Financial seek more sophisticated resources to evolve their offerings and build their perfect practice, we continue to invest in a wide range of differentiated services and innovative capabilities to help them deliver great experiences to their clients. We wish Bury Financial Group much success in the next chapter of their business.”
-Scott Posner, LPL Executive Vice President, Business Development
