LPL Financial Congratulates Advisor on Lifetime Achievement Award for Charitable Work

Rhea-AI Summary

LPL Financial (LPLA) announces that Lynn L. Chen-Zhang from Zhang Financial has received the 2020 Invest in Others Lifetime Achievement Award for her philanthropic contributions, particularly a $55,000 donation to the Western Michigan University Foundation. The award recognizes financial advisors who have significantly impacted nonprofits through long-term dedication. Chen-Zhang, a first-generation immigrant, has served in the financial advisory role for 23 years, focusing on tax planning and employee stock options. Her work exemplifies the positive influence financial advisors can have in their communities.

Positive

• Lynn L. Chen-Zhang received the 2020 Invest in Others Lifetime Achievement Award for her charitable work.
• $55,000 donation awarded to the Western Michigan University Foundation, the highest among five categories.
• Recognition enhances LPL Financial's brand as a firm that values community engagement.

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• None.

CHARLOTTE, N.C., Oct. 01, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that financial advisor Lynn L. Chen-Zhang of Zhang Financial in Portage, Mich. has received the 2020 Invest in Others Lifetime Achievement Award, one of five awards presented virtually during the 14th Annual Invest in Others Awards. She earned the honor for her charitable work with the Western Michigan University Foundation, which received a $55,000 donation from the Invest in Others Charitable Foundation, the highest amount awarded among the five categories.

The Invest in Others Awards program recognizes the charitable work of financial advisors in communities across the country and around the world. The Lifetime Achievement Award is presented annually to a financial advisor who has made a profound contribution to a nonprofit organization through an established history of distinguished service, leadership and inspiration for at least 20 years, helping the organization evolve and creating a lasting impact on its future.

“I am greatly honored and humbled to receive this award,” said Chen-Zhang, COO for Zhang Financial. “One cannot help but get inspired by all of the finalists’ stories. It is absolutely amazing to see how financial advisors are making a huge impact in so many different ways. As advisors, our knowledge and expertise are very much desired, needed and appreciated by almost all charitable organizations. It is very rewarding to see how your philanthropic work has made a difference in the community and has made other people’s lives better.”

Chen-Zhang is a first-generation immigrant who came to the United States with $500 and a scholarship to Western Michigan University (WMU). She believes the scholarship changed her life and the education she received at WMU opened the door to a world of possibilities. For more than 20 years, Chen-Zhang has given back to her alma mater, with her time and talent, to help make sure all students have the opportunity to reach their goals and their potential. Her presence on campus has inspired many students, and she has earned the distinction as the university’s most-requested speaker. Lynn currently serves as president of the WMU Foundation and vice chair of the University’s Board of Trustees.

Invest in Others Board Member Angela Xavier, LPL executive vice president, Business Consulting, stated, “On behalf of LPL, I congratulate Lynn on this distinguished industry recognition. Lynn has shown a commitment to helping individuals reach their potential, from the clients she supports as a trusted advisor to the WMU students who benefit from her charitable work and leadership. Lynn’s dedication to her alma mater is a shining example of the power we all have to make a difference in creating a brighter future for others. We applaud the contributions she has made to her community and her clients. We are proud to serve as a supporting partner and wish her continued success.”

Earlier this year, Chen-Zhang was named one of the 50 Most Influential Women in West Michigan for 2020 by the Grand Rapids Business Journal. Additionally, she was a recipient of the 2019 Women of Achievement and Courage Award by Michigan Women Forward.

Chen-Zhang has been a financial advisor for 23 years. In her role at Zhang Financial, she specializes in tax planning and employee stock option planning. The fee-only firm offers a full range of financial services, including asset management, retirement planning, financial planning and tax planning.

Watch Chen-Zhang’s Invest in Others Lifetime Achievement Award video. Read more on Invest in Others.

About LPL Financial
LPL Financial (https://www.lpl.com) is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors, professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

About the Invest in Others Charitable Foundation
The Invest in Others Charitable Foundation amplifies the charitable work of financial advisors by providing a platform for advisors to increase awareness and funding for their favorite nonprofits. Its programs recognize, support, and connect, which helps to build critical visibility, encourage others to get involved, channel additional resources to those in need, and highlight the important work being championed by the financial services community. For more information, visit investinothers.org or follow Invest in Others on Twitter, LinkedIn, and Facebook.

Securities and Advisory services offered through LPL Financial LLC, a registered investment advisor. Member FINRA / SIPC.

**Based on total revenues, Financial Planning magazine June 1996-2020

LPL Financial and Invest in Others are not affiliated entities.

LPL Financial and Zhang Financial are separate entities.

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Media Contact:
Lauren Hoyt-Williams
980-321-1232
Lauren.Hoyt-Williams@lpl.com

FAQ

What award did Lynn L. Chen-Zhang win in 2020 related to LPLA?

Lynn L. Chen-Zhang won the 2020 Invest in Others Lifetime Achievement Award.

What organization received a donation from LPL Financial's charitable initiative?

The Western Michigan University Foundation received a $55,000 donation.

How long has Lynn L. Chen-Zhang been a financial advisor?

Lynn L. Chen-Zhang has been a financial advisor for 23 years.

What specific focus does Chen-Zhang have in her financial advisory work?

Chen-Zhang specializes in tax planning and employee stock option planning.

How does the Invest in Others Awards program impact LPL Financial (LPLA)?

The program enhances LPL Financial's reputation for supporting community-focused financial advisors.