LPL Financial welcomes $235 million advisor Laura Evans from Edward Jones

LPL Financial welcomes $235 million advisor Laura Evans from Edward Jones
Georgia-based Laura Evans marks the move with the launch of a new independent financial practice.
JUL 18, 2023

Another multimillion-dollar advisor has joined LPL Financial, building on a series of recent advisor moves to the firm’s broker-dealer, RIA and custodial platforms. 

Laura Evans was previously with Edward Jones and has served around $235 million in advisory, brokerage and retirement plan assets, with a 27-year career from leaving college to today and the launch of her new independent financial practice – Bloom Wealth Strategies.

Drawing its name from Evan’s favorite Elizabeth Appell quote - “And the day came when the risk to remain tight in the bud was greater than the risk it took to blossom” - Bloom Wealth Strategies also includes Whitney Feasel as director of operations.

Evans’ passion for wealth management is clear.

“One of the most important things about planning for retirement is understanding how to be reasonable and realistic about how long your money will last,” she said. “I enjoy sitting down with my clients and helping them figure out how to really enjoy their retirement years.”

InvestmentNews anchor Gregg Greenberg recently sat down with T. Rowe Price retirement strategist Mike Shamburger to discuss the explosion in the small/mid-market retirement plan arena and how advisors can tap into it.

GOING INDEPENDENT

And Evans said there’s a reason why she chose LPL Financial to partner with and take her career in a new direction.

“From access to streamlined and integrated technology solutions to strategic support, everything LPL offers is with the advisors in mind,” she said, “I am at a stage in my life where I just want to focus on providing the best experience for my clients, and I am confident that partnering with LPL will allow me to do just that.”

Latest News

Social Security trustees see one less year in insolvency countdown, project shortfall to start 2034
Social Security trustees see one less year in insolvency countdown, project shortfall to start 2034

New report shows dimmed outlook for benefits to retirees and disabled Americans, creating further pressure for federal tax hikes or more borrowing.

NY Republican Stefanik presses SEC to probe Harvard bond sale
NY Republican Stefanik presses SEC to probe Harvard bond sale

Open letter to SEC Chair Paul Atkins questions whether the Ivy League university withheld material information prior to its $750 million taxable bond offering.

Ex-LPL leader re-emerges at The Wealth Consulting Group
Ex-LPL leader re-emerges at The Wealth Consulting Group

The Las Vegas-based hybrid RIA overseeing $8.8 billion in assets has named Andy Kalbaugh president to help scale its advisor platform.

Envestnet extends investment offerings with new alts model portfolios
Envestnet extends investment offerings with new alts model portfolios

The wealth tech giant – in collaboration with Fidelity, BlackRock, State Street, and Franklin Templeton – is offering its advisor and wealth firm users more ways to diversify.

Just as wealth industry M&A was picking up, economic uncertainty could kill it again
Just as wealth industry M&A was picking up, economic uncertainty could kill it again

Deal volume increased post-election but now caution has taken over.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave