LPL Monetary has added a father and daughter advisor crew in Flowood, Miss., managing almost $200 million in shopper property. Dan and Olivia Countiss, who’ve launched their new follow, Countiss Wealth Administration, be a part of from Edward Jones.
The crew, which serves almost 500 households and enterprise house owners, additionally consists of Funding Analyst Chandler Duke and Consumer Affiliate Christy Walker.
Countiss was interested in LPL for its monetary planning software program, expertise, and the power to offer recommendation on purchasers’ 401(okay) plans.
“With 401(okay)s being the primary car for retirement financial savings, purchasers have been asking for recommendation on how you can make investments their 401(okay) {dollars}, and Countiss Wealth Administration will now have the ability to assist purchasers with this vital a part of their monetary image,” Olivia Countiss mentioned in a press release.
Dan Countiss grew to become an advisor at Edward Jones in 2010, after proudly owning a enterprise and promoting it. His personal expertise gave him the power to information enterprise house owners via comparable transitions. Olivia Countiss joined her father in 2015.
This follows information earlier this week that LPL recruited another father and daughter team with roughly $290 million in property from Morgan Stanley. James and Amanda Zack launched The Zack Wealth Group below LPL’s worker advisor mannequin, Linsco by LPL Monetary.
Final week, the impartial dealer/supplier added First Summit Capital Management, an advisor crew in Wilmington, Del., with about $380 million in property, from PNC Investments.
LPL Monetary has added a father and daughter advisor crew in Flowood, Miss., managing almost $200 million in shopper property. Dan and Olivia Countiss, who’ve launched their new follow, Countiss Wealth Administration, be a part of from Edward Jones.
The crew, which serves almost 500 households and enterprise house owners, additionally consists of Funding Analyst Chandler Duke and Consumer Affiliate Christy Walker.
Countiss was interested in LPL for its monetary planning software program, expertise, and the power to offer recommendation on purchasers’ 401(okay) plans.
“With 401(okay)s being the primary car for retirement financial savings, purchasers have been asking for recommendation on how you can make investments their 401(okay) {dollars}, and Countiss Wealth Administration will now have the ability to assist purchasers with this vital a part of their monetary image,” Olivia Countiss mentioned in a press release.
Dan Countiss grew to become an advisor at Edward Jones in 2010, after proudly owning a enterprise and promoting it. His personal expertise gave him the power to information enterprise house owners via comparable transitions. Olivia Countiss joined her father in 2015.
This follows information earlier this week that LPL recruited another father and daughter team with roughly $290 million in property from Morgan Stanley. James and Amanda Zack launched The Zack Wealth Group below LPL’s worker advisor mannequin, Linsco by LPL Monetary.
Final week, the impartial dealer/supplier added First Summit Capital Management, an advisor crew in Wilmington, Del., with about $380 million in property, from PNC Investments.