LPL Financial Welcomes GreenPoint Wealth Management
LPL Financial has announced that financial advisors Jeff Minucci, CFP®, and David Ryzman, CFP®, have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $150 million in advisory, brokerage and retirement plan assets and have transitioned from Osaic. With over 20 years of collaboration, Minucci and Ryzman have launched GreenPoint Wealth Management in McKinney, Texas.
The advisors specialize in developing innovative strategies for retirement planning and financial education. They chose LPL for its strong reputation, streamlined processes, and support for continued growth. LPL Financial, a leader in wealth management, serves more than 23,000 financial advisors, including those at approximately 1,000 institutions and 580 registered investment advisor firms nationwide.
LPL Financial ha annunciato che i consulenti finanziari Jeff Minucci, CFP® e David Ryzman, CFP® si sono uniti alla piattaforma di broker-dealer, RIA e custodia di LPL Financial. Hanno dichiarato di gestire circa $150 milioni in asset di consulenza, intermediazione e piani pensionistici e sono passati da Osaic. Dopo oltre 20 anni di collaborazione, Minucci e Ryzman hanno lanciato GreenPoint Wealth Management a McKinney, Texas.
I consulenti si specializzano nello sviluppo di strategie innovative per la pianificazione pensionistica e l'educazione finanziaria. Hanno scelto LPL per la sua forte reputazione, i processi semplificati e il supporto per una crescita continua. LPL Financial, leader nella gestione patrimoniale, serve più di 23.000 consulenti finanziari, inclusi quelli di circa 1.000 istituzioni e 580 società di consulenza registrate a livello nazionale.
LPL Financial ha anunciado que los asesores financieros Jeff Minucci, CFP® y David Ryzman, CFP® se han unido a las plataformas de broker-dealer, RIA y custodial de LPL Financial. Informaron que están gestionando aproximadamente $150 millones en activos de asesoría, corretaje y planes de jubilación y han hecho la transición desde Osaic. Con más de 20 años de colaboración, Minucci y Ryzman han lanzado GreenPoint Wealth Management en McKinney, Texas.
Los asesores se especializan en desarrollar estrategias innovadoras para la planificación de la jubilación y la educación financiera. Eligieron LPL por su sólida reputación, procesos simplificados y apoyo para el crecimiento continuo. LPL Financial, un líder en gestión de patrimonio, atiende a más de 23,000 asesores financieros, incluidos aquellos en aproximadamente 1,000 instituciones y 580 firmas de asesores de inversión registradas en todo el país.
LPL Financial은 재정 고문인 Jeff Minucci, CFP® 및 David Ryzman, CFP®가 LPL Financial의 중개인-딜러, RIA 및 수탁 플랫폼에 합류했다고 발표했습니다. 그들은 약 $150백만의 자문, 중개 및 퇴직 계획 자산을 관리하고 있으며 Osaic에서 이전했다고 보고했습니다. 20년 이상의 협력을 통해 Minucci와 Ryzman은 텍사스주 맥키니에 GreenPoint Wealth Management를 출범시켰습니다.
이 고문들은 퇴직 계획과 재정 교육을 위한 혁신적인 전략 개발에 전문화되어 있습니다. 그들은 강력한 명성, 간소화된 프로세스 및 지속적인 성장을 지원하는 LPL을 선택했습니다. LPL Financial은 자산 관리의 선두주자로서 약 23,000명의 재정 고문에게 서비스를 제공하며, 이는 약 1,000개 기관과 580개의 등록 투자 자문 회사가 포함됩니다.
LPL Financial a annoncé que les conseillers financiers Jeff Minucci, CFP® et David Ryzman, CFP® ont rejoint les plateformes de courtier, RIA et de conservation de LPL Financial. Ils ont déclaré gérer environ $150 millions d'actifs en conseil, courtage et régimes de retraite et ont fait la transition depuis Osaic. Avec plus de 20 ans de collaboration, Minucci et Ryzman ont lancé GreenPoint Wealth Management à McKinney, Texas.
Les conseillers sont spécialisés dans le développement de stratégies innovantes pour la planification de retraite et l'éducation financière. Ils ont choisi LPL pour sa forte réputation, ses processus simplifiés et son soutien à la croissance continue. LPL Financial, un leader en gestion de patrimoine, dessert plus de 23.000 conseillers financiers, y compris ceux de près de 1.000 institutions et 580 sociétés d'investissement conseillées enregistrées à l'échelle nationale.
LPL Financial hat bekannt gegeben, dass die Finanzberater Jeff Minucci, CFP® und David Ryzman, CFP® den Broker-Dealer-, RIA- und Depotplattformen von LPL Financial beigetreten sind. Sie berichteten, dass sie etwa $150 Millionen an Beratung, Brokerage und Altersvorsorgevermögen verwalten und von Osaic gewechselt sind. Nach über 20 Jahren Zusammenarbeit haben Minucci und Ryzman GreenPoint Wealth Management in McKinney, Texas, gegründet.
Die Berater sind darauf spezialisiert, innovative Strategien für die Altersplanung und finanzielle Bildung zu entwickeln. Sie haben sich für LPL aufgrund seines starken Rufs, der optimierten Prozesse und der Unterstützung für kontinuierliches Wachstum entschieden. LPL Financial, ein führendes Unternehmen im Bereich Wealth Management, betreut mehr als 23.000 Finanzberater, darunter solche in ungefähr 1.000 Institutionen und 580 registrierten Anlageberatungsunternehmen im ganzen Land.
- Acquisition of advisors managing $150 million in assets
- Expansion of LPL Financial's advisor network
- Potential for increased revenue from new client assets
- None.
SAN DIEGO, Sept. 26, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Jeff Minucci, CFP®, and David Ryzman, CFP®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately
For more than 20 years, Minucci and Ryzman have collaborated in various roles within the financial services industry, eventually becoming business partners in the independent space. They specialize in developing innovative strategies to help meet their clients’ retirement planning objectives and use robust financial education to encourage their clients to better understand their financial portfolios.
“We believe in a comprehensive approach, which includes designing plans tailored to each individual client to help reduce risk and tax implications, while focusing on long-term performance, sustainable retirement income and effective estate protection,” Minucci said.
With the move to LPL, the McKinney, Texas-based advisors have launched a new firm, GreenPoint Wealth Management.
“We wanted to create our own identity and shape our practice on our terms,” Ryzman said. “After a thorough due diligence process, we felt LPL was the ideal landing spot to support our continued growth. We appreciate LPL's strong reputation as a leading wealth management firm. We’ve also found that LPL has streamlined processes that make it much easier to do business, which then gives us more time to spend taking care of our clients.”
Scott Posner, LPL Executive Vice President, Business Development, said, “We extend a warm welcome to Jeff and David and congratulate them on the launch of GreenPoint Wealth Management. Through integrated capabilities and comprehensive business management solutions, LPL is driving flexibility and efficiency, enabling independent financial advisors to focus on growth, entrepreneurialism and putting their clients first.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States. GreenPoint Wealth Management and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
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*Value approximated based on asset and holding details provided to LPL from end of year, 2023.
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