Daniel Zacharias has joined LPL Financial's broker-dealer and registered investment advisor platform, aligning with Decorum Wealth Management, an existing LPL Strategic Wealth firm.
Zacharias was previously with UBS Financial Services managing about $250 million in advisory, brokerage and retirement plan assets and has nearly 20 years in the industry. A second-generation advisor who started out in national accounts roles in Silicon Valley, he moved into mortgage lending, and then joined UBS, working alongside his father to build a practice rooted in long-term client relationships.
His client base includes business owners, professionals and retirees, and he says his work centers on understanding what each client needs financially, both now and down the line.
Marc Cohen, chief growth officer at LPL Financial, said, "We're pleased to welcome Daniel to LPL and the Decorum Wealth Management team. His multichannel industry experience and commitment to understanding clients' financial needs align with LPL's purpose to support advisors as they deliver meaningful, client-centric guidance. We look forward to supporting Daniel as he continues to grow his practice."
Three advisor teams joined &Partners over the past week, managing combined prehire assets under management of about $1.6 billion.
On June 12, Wavewood Private Wealth came on board in Basking Ridge, New Jersey, with $574 million in prehire AUM. The team includes Morgan Castner, CFP, partner and managing director; Jeffrey Libman, partner and managing director; and Tara Writt, senior client relationship associate.
Brookside Wealth Advisors followed on June 16 with approximately $550 million in prehire AUM. That team is made up of Adam Cloyd and Don Cobb, both partners and financial advisors; Jessica "Jessie" Ebling, financial advisor; Jeana Golden, senior client associate; and Meredith Cobb and Jenna Mosley, both client associates.
The most recent addition, Three Points Wealth Planners, joined with about $450 million in prehire AUM. The firm is led by founder and managing director Scott Sargent, CFP, CMFC, alongside Colten Franco, CFP, ChFC, APWA, partner and financial advisor; Betty Ahn, senior client relationship manager; and Katie Gracia, client service associate.
The boutique practice brings $700 million in client assets and opens a new Northeast office for the California-headquartered firm.
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