LPL Financial Adds Advisor Wayne McCormick with $340M Asset Portfolio
LPLA•Financial advisor Wayne McCormick has joined Linsco by LPL Financial to launch McCormick Private Wealth, bringing approximately $340 million in advisory, brokerage and retirement plan assets. McCormick’s 30-year career and team of two will leverage LPL’s independent technology and institutional support for tailored, planning-first services.
1. Wayne McCormick Launches McCormick Private Wealth
Wayne McCormick, CFP®, CHFC®, has joined Linsco by LPL Financial to launch McCormick Private Wealth in Manchester, New Hampshire. He transitions from Steward Partners and brings approximately $340 million in advisory, brokerage and retirement plan assets under management.
2. Focus on Planning-First Approach
The McCormick Private Wealth team includes Michelle Lauder, CFP®, and Bo Denniston, serving individuals and families approaching or living in retirement. The practice emphasizes customized financial planning, multigenerational wealth strategies and long-term legacy development.
3. Choosing LPL for Technology and Independence
After extensive due diligence, McCormick chose LPL Financial for its integrated technology platform, institutional support and flexible Linsco model. This combination enables boutique independence while providing scalable resources and streamlined operational efficiency.
4. Context on LPL Financial’s Platform
LPL Financial supports over 32,000 advisors and custodians approximately $2.3 trillion in brokerage and advisory assets. The firm offers diverse affiliation models, fintech solutions and practice management services to help advisors grow their practices.
