LPL has extended its Southeast footprint as financial professional from Synovus Securities joins one of its affiliate firms in Florida.
On Monday, the firm announced Ashton Medina as the latest financial advisor to select its broker-dealer and corporate RIA platforms. Medina, previously with Synovus Securities, is joining GradePoint Financial Group, an existing LPL-affiliated firm.
Based in Miami, Medina's record of industry experience includes managing approximately $155 million in advisory, brokerage, and retirement plan assets.
With five years as a financial advisor under his belt, Medina previously worked as a portfolio manager at a private bank. He specializes in delivering a wide range of wealth management and financial planning services, focusing on educating clients to navigate the complexities of their financial situations.
“I am very passionate about the world of investments,” Medina said in a statement. “Transitioning from a portfolio manager to a financial advisor has allowed me to provide clients with a more holistic approach to their needs, so that I can address every facet of their finances and offer a higher level of value.”
Originally from Colombia, Medina immigrated to the US after graduating high school at age 16. His background has shaped his commitment to personalized financial planning, with an emphasis on long-term client relationships and multi-generational wealth strategies.
Jeff Hughes, president of GradePoint Financial Group, expressed excitement about the new addition.
“Ashton excels at transforming intricate challenges into customized solutions, especially in unique situations,” Hughes said.
Medina's transition to LPL extends the firm's October run of recruitment which has so far included a $2.1 billion powerhouse team from Raymond James and a $685 million breakaway team that defected from Merrill in Kansas.
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