The father-daughter team of Tom Kelly and Maureen Kelly, who managed $300 million at Wells Fargo Advisors in Lynwood, Washington, outside Seattle, have moved to the Linsco employee channel at LPL Financial.
The team also includes Marla Scott in a client service support role.
The multigenerational practice builds upon those community-based relationships. The team works with many local families to help them build their financial wealth portfolios and determine how to best pass those along to their families, LPL Financial said in a press release Tuesday.
An adviser since 1990, Tom Kelly had been with Wells Fargo for the past 10 years. Maureen Kelly started her career a year ago.
AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds
It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
