An advisor who oversaw $475 million in client assets at Bank of America Private Bank has affiliated with LPL Financial to start an independent practice, the firm said Monday.
Amy Lawrence, who has six years of experience, according to her BrokerCheck report, is launching Gorilla Investments Co. in Miami. She’s joined in the move by staffer Rey Lawrence.
Lawrence noted that LPL’s platform and digital tools “will significantly enhance how we operate.”
“With LPL we have access to a wider range of offerings, resources, innovative tools, and capabilities that will increase both the speed and quality of our services,” Lawrence said in a statement.
In addition to financial advice, Lawrence works with clients on succession planning and wealth management needs after a business has been sold. She also serves as president of the Miami Finance Forum and as Southeast regional director of the Hedge Fund Association.
"I am thrilled that Gorilla Investments Co. has decided to launch in the vibrant city of Miami,” Francis Suarez, mayor of Miami, said in the statement. “The commitment of Amy and her team to providing exceptional financial services aligns perfectly with our vision to become the 'capital of capital.'”
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
