LPL welcomes ex-UBS advisor in the Northwest
Matt Sheffield, financial advisor at Burlwood Wealth.
The veteran advisor, whose resume includes time in Silicon Valley, brings a $275M book that includes lawyers, small business owners, and widows.
LPL has expanded its presence in the Northwest as it supports a former UBS advisor in starting his own practice.
The firm announced the launch of Burlwood Wealth, an independent practice through its Strategic Wealth Services platform.
The new practice is headed by financial advisor Matt Sheffi
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