LPL has added to its presence in the Sunshine State as it onboards an advisor from Ameriprise. On Tuesday, LPL Financial announced Matthew Edwards as the latest advisor to tap into its broker-dealer, RIA and custodial platforms. He joins the firm from Ameriprise, where he reported overseeing some $210 million in brokerage, advisory, and retirement plan assets.
Originating from Sarasota, Florida, Edwards embarked on his financial career in 1999, starting as an intern at Ameriprise and gradually rising through the ranks until reaching his current role as a financial advisor. He has 14 years of experience, according to his BrokerCheck report..
Edwards has built a successful practice addressing the financial and wealth management needs of LGBTQ+ clients – a focus that extends to his volunteer work for Equity Florida, a nonprofit for the community – with a specialization in multigenerational planning.
“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,” he said in a statement.
Supported by two staff members, Edwards emphasizes the importance of tailored financial solutions in fostering client relationships.
He underscored the extensive due diligence that went behind his move to LPL, where he found cultural alignment along with “true independence and a rich mix of support,” as well as a capacity for innovation to help him address clients’ evolving financial needs.
The independent broker-dealer is welcoming Edwards after a packed March recruiting calendar, which included the additions of a veteran Louisiana-based advisor from Osaic and a multigenerational Mississipi practice that made the switch from Wells Fargo.
Richardson firm joins as Kestra builds out its platform with new leadership, technology, and expanded planning tools.
Retiring RIA seller David Laidlaw alleges the Carnegie valued his stake on $11.7 million EBITA while pitching potential buyers on $21.3 million.
New tool gives RIAs and family offices AI help vetting private market deals, with some users reportedly halving review time.
Investors got projected returns dressed up as real ones, SEC says
Parents must still act to get the $1,000 federal seed and employer contributions, giving financial advisors a role in the rollout.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
