LPL Financial Adds $635M Davis Executive Wealth Team to Strategic Wealth Model
LPL Financial’s Strategic Wealth division has added Davis Executive Wealth, a Norwell, Mass. team serving c-suite clients with approximately $635 million in advisory assets. They cited LPL Strategic Wealth’s technology platform, simplified pricing and dedicated operations support to enhance estate, tax and multigenerational planning for high-net-worth clients.
1. Team Joins Strategic Wealth Model
LPL Financial announced that Davis Executive Wealth has joined its supported independence model, LPL Strategic Wealth, transferring from Steward Partners with approximately $635 million in advisory assets.
2. Model Features and Support
LPL Strategic Wealth provides a technology platform, simplified pricing structure, dedicated operations and project management support, and access to business strategists, CFOs and marketing partners to help advisors serve complex clients.
3. Davis Executive Wealth Profile
Led by Timothy Davis, CFP®, with partners Michaelyn Bortolotti and Michael Carilli, the firm serves c-suite executives, entrepreneurs and high-net-worth families across the East Coast, Houston, Denver and Chicago, focusing on estate, tax and multigenerational planning.