Three advisors who managed more than $1 billion in advisory and retirement plan assets at Fifth Third Private Bank have joined LPL Financial’s employee advisor channel, Linsco by LPL, the firm announced Monday.
The trio are launching PB FAM Private Wealth in Atlanta.
Raanan Pritzker, who will lead the new firm as its managing director, had been affiliated with Fifth Third since 2011. Brian Brenneman, who has worked with Pritzker since 2011, will run the firm’s investment portfolio strategy. Neal Foushee, who joined Brenneman and Pritzker in 2017, will be in charge of practice management.
The advisors were looking for more freedom, more resources to serve high-net-worth clients and the ability to build a family-focused office.
“In order to take our business to the next level, we need ownership without limitations,” Brenneman said in a statement. “With Linsco, we can do more for our clients, and it will help springboard our practice faster with the full support of LPL behind us.”
The PB FAM team also cited LPL’s resources for high-net-worth clients, such as The Private Trust Co., advanced estate and income tax planning, and access to alternative investments.
“We appreciate the open architecture to design portfolios and provide our clients with the concierge services they expect and deserve,” Foushee said. “This move to LPL is best for our clients and our team, and we look forward to welcoming our clients to an environment where we can provide enhanced levels of service and guidance.”
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Survey reveals how cutting through the noise is advisors' superpower.
Gen X is a powerful cohort that controls huge wealth but also faces retirement challenges.
Plus, a $400 million Commonwealth team departs to launch an independent family-run RIA in the East Bay area.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
