LPL Financial Welcomes Advisor Matthew Edwards
02 April 2024 - 11:00PM
LPL Financial LLC announced today that financial advisor Matthew
Edwards has joined LPL Financial’s broker-dealer, RIA and custodial
platforms. He reported serving approximately $210 million in
advisory, brokerage and retirement plan assets* and joins LPL from
Ameriprise.
Based in Sarasota, Fla., Edwards started his career in 1999 as
an intern at his prior practice, working his way up through various
roles before becoming a financial advisor. With a focus on
multigenerational planning and the LGBTQ+ community, he steadily
built his network and client base to a point where he decided to
start his own business.
“I want to provide my clients with a smaller, more boutique-type
office where they receive personalized investment strategies and
comprehensive financial planning, which is the cornerstone for
everything we do,” said Edwards, who is supported by two office
staff members.
After a thorough due diligence process, Edwards turned to LPL to
start the next chapter of his career.
“From a cultural perspective, LPL was absolutely the best fit.
It offers true independence and a rich mix of support, along with
the flexibility to build my business the way I want,” Edwards said.
“I appreciate LPL’s open architecture, customizable solutions and
innovative capabilities to help me address my clients’ evolving
financial needs and provide the differentiated experiences they
deserve.”
Outside of work, Edwards is deeply committed to giving back and
being active in the LGBTQ+ community. He is a volunteer for Equity
Florida, a steering committee member of its annual fundraiser and
also volunteers with his local food bank.
Scott Posner, LPL Executive Vice President, Business
Development, stated, “We welcome Matt to the LPL community and are
honored he turned to us to help elevate his new practice. With our
vertically integrated business model where everything functions in
one ecosystem, we can provide enhanced experiences to advisors at
scale, build differentiated capabilities and reduce costs for
clients, which helps set them apart in a competitive environment.
We are committed to being a long-term partner for Matt and look
forward to supporting his team for years to come.”
Related
Advisors, find an LPL business development
representative near you.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and institutions, and not the other way around. Today,
LPL is a leader in the markets we serve, serving more than 22,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
("RIA") firms nationwide. We are steadfast in our commitment to the
advisor-mediated model and the belief that Americans deserve access
to personalized guidance from a financial professional. At LPL,
independence means that advisors and institution leaders have the
freedom they deserve to choose the business model, services and
technology resources that allow them to run a thriving business.
They have the flexibility to do business their way. And they have
the freedom to manage their client relationships, because they know
their clients best. Simply put, we take care of our advisors and
institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial
LLC ("LPL Financial"), a registered investment advisor. Member
FINRA/SIPC. LPL Financial and its affiliated companies provide
financial services only from the United States. The advisor
included in this release and LPL Financial are separate
entities.
Throughout this communication, the terms “financial advisors”
and “advisors” are used to refer to registered representatives
and/or investment advisor representatives affiliated with LPL
Financial.
We routinely disclose information that may be important to
shareholders in the "Investor Relations" or "Press Releases"
section of our website.
*Value approximated based on asset and holding details provided
to LPL from end of year, 2023.
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