LPL Financial has bagged a highly experienced team of advisors and support staff who managed approximately $900 million with Raymond James.
Financial advisors Shane J. Prill, CFP, Vance E. Garwood, CFP, and Grant Garwood, CFP, have joined the firm’s broker-dealer, RIA, and custodial platforms for the next phase of their collaboration which has seen them working together for more than a decade.
Prill’s career in the industry began in 1986 and Vance Garwood joined his team in 2008, with his brother Grant Garwood joining in 2019. Both had previously built their businesses at other advisory firms.
The firm will rebrand to Prill Garwood Financial Advisors from S.J. Prill Financial & Investment Planning and the advisors will be joined by their ‘vital’ team of office support members: Janna McConnaughhay, Deb Kelly, Luke Prill and Taylor Phillips.
“I founded this firm with a mission of treating clients like I would want to be treated,” Prill said. “We invest our clients’ money carefully and intelligently, working with each individual to create truly personalized, comprehensive wealth strategies that run the gamut from basic needs to complex goals. All our recommendations and decisions on behalf of clients are based solely in their best interests.”
LPL has started 2025 on a mission, with a new upgrade to its marketing solutions platform, new business planning tools aimed at helping its nearly 29,000 financial advisors provide more personalized support to business owners, and an amped-up alts platform.
Scott Posner, EVP of business development welcomed the new team to LPL. “
“Everything we do at LPL revolves around empowering advisors to run thriving practices and take care of their clients. We look forward to a long-lasting relationship with the entire team at Prill Garwood.”
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant
Andrew Komarow pleaded guilty Thursday in federal court in Hartford to defrauding three financial services companies of close to $3.3 million.
Elsewhere, Cetera picks up a $210 million Connecticut team from MML, while Wells Fargo FiNet adds a San Diego family practice from LPL
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