{"id":457557,"date":"2021-03-15T08:44:08","date_gmt":"2021-03-15T12:44:08","guid":{"rendered":"http:\/\/www.marketnewsdesk.com\/?p=457557"},"modified":"2021-03-15T08:44:08","modified_gmt":"2021-03-15T12:44:08","slug":"lpl-financial-welcomes-the-monteverde-group","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-the-monteverde-group\/","title":{"rendered":"LPL Financial Welcomes The Monteverde Group"},"content":{"rendered":"<div class=\"mw_release\">\n<p align=\"left\">CHARLOTTE, N.C., March  15, 2021  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=jplOq-75O9IabopnYCCclIiG0ywTXk6lrgsn4PrTG9G73W7VtYt7T_B_1FHhl83MaM3qNLrHuTd5-wtUuchaX1aSJfk8PY21zoUw0rX2CfU=\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">LPL Financial LLC<\/a>\u00a0(Nasdaq:LPLA) today announced that The Monteverde Group has joined LPL Financial\u2019s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team of eight advisors reported having served approximately $440 million in advisory, brokerage and retirement plan assets*. They join LPL from Royal Alliance, part of the Advisor Group network of broker-dealers.<\/p>\n<p align=\"left\">President and CEO James \u201cJim\u201d Monteverde, a nationally-recognized keynote speaker and published author, founded the company 51 years ago, right out of college. What began as a solo insurance practice gradually morphed into a full-service firm with a multidisciplinary approach to wealth management, financial and retirement planning, and implementation of holistic estate tax planning strategies. Managing Partner Craig Shensa joined the firm in 2001, implementing the firm\u2019s investment committee to manage client assets by using a teamwork approach. They are joined by fellow partners Dan Martin and Wendy Asterino. The Pittsburgh, Pa.,-based firm serves clients in several states.<\/p>\n<p align=\"left\">\u201cWe\u2019ve brought together experienced professionals in all of the unique areas of financial planning, and this collaborative approach to serving clients has become a differentiator in the marketplace,\u201d said Monteverde, past president of NAIFA-Pittsburgh and the Pennsylvania Association of Insurance and Financial Advisors. \u201cWe define our role as advocates on behalf of businesses and families who require specialized financial and advisory services. We ensure that the financial and tax planning strategies we provide are based upon extensive market research, financial insight and comprehensive planning with independence and integrity.\u201d<\/p>\n<p align=\"left\">Looking to elevate their technology experiences, both for clients and the advisors, the team turned to LPL. \u201cAfter extensive research, we decided to join LPL Financial because we believe LPL is an industry leader that is committed to providing innovative technology solutions, exemplary advisor service and state-of-the-art management programs to help advisors provide objective guidance,\u201d Shensa said, noting that the team especially appreciates the open architecture within the ClientWorks platform. \u201cLPL truly embraces the Monteverde Group\u2019s objective to provide a richer client experience and enhanced depth of talent.\u201d<\/p>\n<p align=\"left\">Scott Posner, LPL executive vice president, Business Development, stated, \u201cWe welcome Jim, Craig and their team to the LPL family and are honored to be a chosen partner in their journey to elevate their practice and add more value to their clients. We understand what advisors need to run a successful firm, and we are committed to investing in the resources necessary to help them achieve that success. We are able to meet them where they are in the evolution of their practice to help them differentiate the client experience, enhance their business and win in the marketplace. We look forward to a long-lasting relationship with The Monteverde Group.\u201d<\/p>\n<p align=\"left\">Read about other firms that recently joined LPL in the <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=jplOq-75O9IabopnYCCclEMKU1nyVfW-28AUFYYq10QBuheOpTmHzRLH9hC61AdWMtSO2ErqIjTvplX-d7EM9VeTFebY-9nRgiCHz1Y39zPDyT4puZjt-k3HJ2Zn-VD-\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">LPL Financial News and Media section<\/a> of LPL.com.<\/p>\n<p align=\"left\">Advisors, find an\u00a0<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=HSBgs0dJbyW2Qn5hvVrF0OgOPJuCoMz70Oc3Ro4hp5ORM25uYyDh7uVCNQ4cvdeRJQxdETgVY7V20UXjlHEfuGPO8Uq7DyEa-dIU5RsLKbRn01iU2Sg2gV9r2tzUSqqj9BmrrdnvQB0UqXs_ouQdvaB9nApexgT2dbe6n_sDKwYps2aFjs_7_am1VQTP3RBWgtlQTVMic8nqzEcEwvZ-Fg4RTe-E_yiqXE98bYvAL1E=\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">LPL business development representative<\/a>\u00a0near you.<\/p>\n<p align=\"left\">\n        <strong><br \/>\n          <u>About LPL Financial: <\/u><br \/>\n        <\/strong><br \/>\n        <br \/>LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader** in the markets we serve, supporting more than 17,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to objective guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.<\/p>\n<p align=\"left\">\n        <em>** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020); No. 1 provider of third-party brokerage services to banks and credit unions (2019-2020 Kehrer Bielan Research &amp; Consulting Annual TPM Report)<\/em>\n      <\/p>\n<p align=\"left\">*Based on prior business and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Reported assets and client numbers have not been independently and fully verified by LPL Financial.<\/p>\n<p align=\"left\">Securities and advisory services offered through LPL Financial LLC, an SEC- registered broker-dealer and investment advisor.\u00a0Member FINRA\/SIPC.\u00a0<\/p>\n<p align=\"left\">Throughout this communication, the terms \u201cfinancial advisors\u201d and \u201cadvisors\u201d are used to refer to registered representatives and\/or investment advisor representatives affiliated with LPL Financial LLC.\u00a0We routinely disclose information that may be important to shareholders in the \u201cInvestor Relations\u201d or \u201cPress Releases\u201d section of our website.<\/p>\n<p align=\"left\">The Monteverde Group and LPL Financial are separate entities.<\/p>\n<p>Connect with Us!<\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=PLSMBm6AeU96gZ12ZIIBJ0iLpjLL0q9l6QS2nMhTPPrqyuqkBnF80xfPIiQiNZDc-fIFDaxJGTYZg8zMsQpPix-vI8TjWd75cL772l0KEJU=\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/twitter.com\/lpl<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=PLSMBm6AeU96gZ12ZIIBJ0EehGARnP8qXJwb1pGGlizECSZ_DO-8O1QRZnLvs6Wl1YG_b7wZMCLs2mEdyaNN0G2T7r-SQK0DA4e8n8wT6WTw7kd5cEWVWHZJgC9vtf8BCMx3UeXq4i5rnjdrutmPgB3RYfX-pnyEgjq-lw2tEXo=\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/www.linkedin.com\/company\/lpl-financial<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=PLSMBm6AeU96gZ12ZIIBJ8DO-Dz65E0XPY7kFNj1fBW5ZqXQ3llBXHyEi7Kuhs9759x793whPkbmoT5wfqNYhIIVSN_gcnHDp1xw6OuOCaJA7KmQ6XH-xsFS_5mdKrUytGd5i8LV5fllzAEDVqohQQ==\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/www.facebook.com\/LPLFinancialLLC<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=PLSMBm6AeU96gZ12ZIIBJ_K7Ymn-iNlSHeQ1E8zbon0kUp3swTWPLr4TsW7kCItRLXP5c74It4xG6bN1zIjq1OG9rLp3-grvAHGB-MFRMHi9K26YjkCepYjrVNqoa9AALDGtMT6A2cGLYD8_H2Ku9A==\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/www.youtube.com\/user\/lplfinancialllc<\/a>\n      <\/p>\n<p align=\"left\">\n        <strong><br \/>\n          <u>Media Contact:<\/u><br \/>\n        <\/strong><br \/>\n        <br \/>Lauren Hoyt-Williams<br \/>(980) 321-1232<br \/><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=xs4RYlMBlnHIb8HrLeE8VDrg9mLuxNoEKRZ3hllBJBWs3zaC2IUXnA_X_k4heJ_qxSYek93FveFmRW5vCzozJYJdVHyWPbQaERq-fc4Gt4xpcXsKbgVDdjJfIHcJI1Yo\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">Lauren.Hoyt-Williams@lpl.com<\/a><\/p>\n<p>      <img loading=\"lazy\" decoding=\"async\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODE5MDEwMyM0MDY0MzA3IzIwMTkxNDA=\" width=\"1\" height=\"1\" \/><br \/>\n      <br \/>\n      <img loading=\"lazy\" decoding=\"async\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/ml.globenewswire.com\/release\/track\/a77af1cf-7184-44bc-8063-ba95c9c5e76d\" width=\"1\" height=\"1\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>CHARLOTTE, N.C., March 15, 2021 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0(Nasdaq:LPLA) today announced that The Monteverde Group has joined LPL Financial\u2019s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team of eight advisors reported having served approximately $440 million in advisory, brokerage and retirement plan assets*. They join LPL from Royal Alliance, part of the Advisor Group network of broker-dealers. President and CEO James \u201cJim\u201d Monteverde, a nationally-recognized keynote speaker and published author, founded the company 51 years ago, right out of college. What began as a solo insurance practice gradually morphed into a full-service firm with a multidisciplinary approach to wealth management, financial and retirement planning, and implementation of holistic estate tax planning strategies. Managing Partner Craig &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-the-monteverde-group\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;LPL Financial Welcomes The Monteverde Group&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-457557","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>LPL Financial Welcomes The Monteverde Group - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-the-monteverde-group\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Financial Welcomes The Monteverde Group - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"CHARLOTTE, N.C., March 15, 2021 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0(Nasdaq:LPLA) today announced that The Monteverde Group has joined LPL Financial\u2019s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team of eight advisors reported having served approximately $440 million in advisory, brokerage and retirement plan assets*. They join LPL from Royal Alliance, part of the Advisor Group network of broker-dealers. President and CEO James \u201cJim\u201d Monteverde, a nationally-recognized keynote speaker and published author, founded the company 51 years ago, right out of college. What began as a solo insurance practice gradually morphed into a full-service firm with a multidisciplinary approach to wealth management, financial and retirement planning, and implementation of holistic estate tax planning strategies. 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The team of eight advisors reported having served approximately $440 million in advisory, brokerage and retirement plan assets*. They join LPL from Royal Alliance, part of the Advisor Group network of broker-dealers. President and CEO James \u201cJim\u201d Monteverde, a nationally-recognized keynote speaker and published author, founded the company 51 years ago, right out of college. What began as a solo insurance practice gradually morphed into a full-service firm with a multidisciplinary approach to wealth management, financial and retirement planning, and implementation of holistic estate tax planning strategies. 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