{"id":964623,"date":"2026-05-19T09:43:14","date_gmt":"2026-05-19T13:43:14","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/davis-executive-wealth-joins-lpl-strategic-wealth\/"},"modified":"2026-05-19T09:43:14","modified_gmt":"2026-05-19T13:43:14","slug":"davis-executive-wealth-joins-lpl-strategic-wealth","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/davis-executive-wealth-joins-lpl-strategic-wealth\/","title":{"rendered":"Davis Executive Wealth Joins LPL Strategic Wealth"},"content":{"rendered":"<div class=\"mw_release\">\n<p>SAN DIEGO, May  19, 2026  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=7A6C16DKAuUpRQM1RVmQx3LxkXhu46CSp2dkHa2FsRx2erSpfHBfMzawuESr5cr2Qvh8J4tEIdysZwdCqgXM5w==\" rel=\"nofollow\" target=\"_blank\"><u>LPL Financial LLC<\/u><\/a>\u00a0announced today that the financial advisors of Davis Executive Wealth have joined LPL Financial\u2019s supported independence model, <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=FXDAYQRu0AhTMlGAo1MYHLL442oTTMON5Z9pUWQRZaaEozwulwL-OOfkU0ylq5hQXAcRS_ywzAeNEKTOsE481BA9w2zlGXpjBfkHEic3xC4bdaPOIJPeLNiLiNozetVAC0u13zM_eR2vdax1u0fpZ_6Wkacn2517A4m1pOdfwQ1iIwPD1g2rGCKGYH10ccTHB3M25DAhD7-IU2dwV5LWKATKLDDOVQbznaXF1tqTH14=\" rel=\"nofollow\" target=\"_blank\">LPL Strategic Wealth<\/a>. The team reported serving approximately $635 million in advisory assets* and joins LPL from Steward Partners.<\/p>\n<p>Based outside of Boston in Norwell, Mass., Davis Executive Wealth is led by Timothy Davis, CFP\u00ae, senior managing partner. The team also includes managing partners Michaelyn Bortolotti\u00a0and Michael Carilli, along with Edward Neibert and Henry Brown, who support the firm\u2019s client service and operations.<\/p>\n<p>Davis Executive Wealth serves a national client base of c-suite executives, entrepreneurs, business owners and high-net-worth families, with a strong presence up and down the East Coast, Houston, Denver and Chicago markets. The firm focuses on high-net-worth and ultra-high-net-worth families, delivering comprehensive financial planning and investment planning strategies designed to address complex tax, estate, liquidity and generational planning needs.<\/p>\n<p>\u201cAt Davis Executive Wealth, everything we do is rooted in delivering on our promises and holding ourselves to the highest standards of service,\u201d said Davis. \u201cOur clients expect thoughtful planning, disciplined investment strategies and a team that follows through. That commitment \u2014 what we call the Davis Difference \u2014 is central to how we serve families and help them manage, preserve and ultimately transfer their wealth.\u201d<\/p>\n<p>The Davis Executive Wealth team takes a planning-led approach centered on investment management and informed by each client\u2019s broader financial plan. The firm works closely with clients\u2019 accountants and attorneys to help address sophisticated estate and tax considerations while maintaining a strong focus on capital preservation, long-term growth and multigenerational planning.<\/p>\n<p>\n        <strong>Why They Chose LPL Strategic Wealth <\/strong>\n      <\/p>\n<p>The team selected LPL Strategic Wealth for its enhanced service model designed to support advisors who serve complex, high-net-worth clients. Strategic Wealth combines the freedom and flexibility of entrepreneurship with hands-on business services and dedicated support to help practices thrive both operationally and strategically.<\/p>\n<p>\u201cStrategic Wealth was the clear differentiator,\u201d Davis said. \u201cIt offers an enhanced level of support that aligns directly with the needs of our clients and the direction of our firm. The model provides a competitive advantage in how we deliver sophisticated planning solutions, particularly around tax and estate considerations, while allowing us to remain focused on our clients and the continued growth of our business.\u201d<\/p>\n<p>In addition to having access to LPL\u2019s comprehensive wealth management platform and sophisticated resources, Strategic Wealth advisors benefit from an integrated service that includes simplified pricing, technology and dedicated support to launch their practice. After the transition is complete, Strategic Wealth teams receive ongoing operations support managed by a team of experienced professionals, including a business strategist, marketing partner, CFO and administrative assistant. Advisors have one point of contact, a dedicated team and priority access to advocacy and project management for complex business issues, ultimately allowing them to stay focused on the enduring needs of their clients and the culture and evolution of their practice.<\/p>\n<p>\u201cWe\u2019re proud to welcome Davis Executive Wealth to LPL,\u201d said Marc Cohen, chief growth officer at LPL Financial. \u201cTim and his team have built a highly disciplined, client-first practice serving complex investors with sophisticated needs. LPL Strategic Wealth was designed specifically for firms like Davis Executive \u2014 providing the depth of support, resources and flexibility advisors need to deliver meaningful value and grow with confidence.\u201d<\/p>\n<p>\n        <strong><br \/>\n          <u>Related<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>Advisors, learn how LPL Financial can help <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=AvfimgPV4H9Pjcd7eyRI_QtZ4w6F93cMrUWirPDnk2ZtsMp0igCN5O6gFfI9_u2LxllLlPv1k7AHvq5SMviWscj88iR9yR2rZTtPl6S4KyZE5VUsBt6XR5wdXbWgB5VSqnd9Xvj3n32R_Mp_rUP8U94z3KOUGh2fA2Y70sEbBlk=\" rel=\"nofollow\" target=\"_blank\"><u>take your business to the next level<\/u><\/a>.<\/p>\n<p>\n        <strong><br \/>\n          <u>About LPL Financial<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit\u00a0<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=pCuhAXXQg-W3r2CIa1oyBnm97GIHyD6FBovvtNUWnf4Ugr4awLkbgzvB6mDzVYYrW0PzJLShfC99ugrvoxPRLQ==\" rel=\"nofollow\" target=\"_blank\">www.lpl.com<\/a>.<\/p>\n<p>\n        <strong>Securities and advisory services offered through LPL Financial LLC (\u201cLPL Financial\u201d), a registered investment advisor and broker-dealer, member FINRA\/SIPC.<\/strong>\u00a0Davis Executive Wealth and LPL Financial are separate entities.<\/p>\n<p>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.<\/p>\n<p>We routinely disclose information that may be important to shareholders in the \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=ddo-j1R4zuEQJBYOzaTPbzBsprN8c5ECMcpYUZ0S2cP7TWZTmf4Ek8o4E-eukUsZLTVi6EvNPCP6k_pdK02IAnNDXvUUexKcXvShfwkKe4E=\" rel=\"nofollow\" target=\"_blank\"><u>Investor Relations<\/u><\/a>\u201d or \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=fDXZ3r60OT_Wz65JcDRn_vOToL3SHCGtPb3f4M9TkE4jnkeWh8i52uKn9ajuCOPM796DgacfvJdSIJXS9iXYHqw9XGvqRcTjzAFfOI01C8dMgNVZSePbH0o8xsJVmlFP\" rel=\"nofollow\" target=\"_blank\"><u>Press Releases<\/u><\/a>\u201d section of our website.<\/p>\n<p>\n        <em>*Value approximated based on asset and holding details provided to LPL from end of year, 2025.<\/em>\n      <\/p>\n<p>\n        <strong><br \/>\n          <u>Media Contact:<\/u><br \/>\n        <\/strong>\u00a0<br \/><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=EHkkivGC1o_5ymRbwroXzn2DtXyDue-QfGSJIiiM9EOzeaFQKswTwuqmtcEF-vUM1-XmiJRWGqdI2rGQ8woijpCvML7qjw0KT78rSv-Acy5b1Vls1wL7EsAe_GBf3iLKI20lQ0tCey6tCd3u94p9Hw==\" rel=\"nofollow\" target=\"_blank\"><u>Media.relations@LPLFinancial.com<\/u><\/a>\u00a0<\/p>\n<p>Tracking # 1105947<\/p>\n<p>      <img decoding=\"async\" alt=\"\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTcyMjQ1NyM3NjA5MjMxIzIwMTkxNDA=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" alt=\"\" src=\"https:\/\/ml.globenewswire.com\/media\/ZTE1ZTU4MzItYmIyYi00MDIwLThiMmEtMzFhOGM0ZjcyNzQ5LTEwMzA3MTMtMjAyNi0wNS0xOS1lbg==\/tiny\/LPL-Financial-Holdings-Inc-.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>SAN DIEGO, May 19, 2026 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0announced today that the financial advisors of Davis Executive Wealth have joined LPL Financial\u2019s supported independence model, LPL Strategic Wealth. The team reported serving approximately $635 million in advisory assets* and joins LPL from Steward Partners. Based outside of Boston in Norwell, Mass., Davis Executive Wealth is led by Timothy Davis, CFP\u00ae, senior managing partner. The team also includes managing partners Michaelyn Bortolotti\u00a0and Michael Carilli, along with Edward Neibert and Henry Brown, who support the firm\u2019s client service and operations. Davis Executive Wealth serves a national client base of c-suite executives, entrepreneurs, business owners and high-net-worth families, with a strong presence up and down the East Coast, Houston, Denver and &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/davis-executive-wealth-joins-lpl-strategic-wealth\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Davis Executive Wealth Joins LPL Strategic Wealth&#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-964623","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Davis Executive Wealth Joins LPL Strategic Wealth - 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\/davis-executive-wealth-joins-lpl-strategic-wealth\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Davis Executive Wealth Joins LPL Strategic Wealth - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"SAN DIEGO, May 19, 2026 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0announced today that the financial advisors of Davis Executive Wealth have joined LPL Financial\u2019s supported independence model, LPL Strategic Wealth. The team reported serving approximately $635 million in advisory assets* and joins LPL from Steward Partners. Based outside of Boston in Norwell, Mass., Davis Executive Wealth is led by Timothy Davis, CFP\u00ae, senior managing partner. The team also includes managing partners Michaelyn Bortolotti\u00a0and Michael Carilli, along with Edward Neibert and Henry Brown, who support the firm\u2019s client service and operations. Davis Executive Wealth serves a national client base of c-suite executives, entrepreneurs, business owners and high-net-worth families, with a strong presence up and down the East Coast, Houston, Denver and &hellip; Continue reading &quot;Davis Executive Wealth Joins LPL Strategic Wealth&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/davis-executive-wealth-joins-lpl-strategic-wealth\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2026-05-19T13:43:14+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTcyMjQ1NyM3NjA5MjMxIzIwMTkxNDA=\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/davis-executive-wealth-joins-lpl-strategic-wealth\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/davis-executive-wealth-joins-lpl-strategic-wealth\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Davis Executive Wealth Joins LPL Strategic Wealth\",\"datePublished\":\"2026-05-19T13:43:14+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/davis-executive-wealth-joins-lpl-strategic-wealth\\\/\"},\"wordCount\":782,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/davis-executive-wealth-joins-lpl-strategic-wealth\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=OTcyMjQ1NyM3NjA5MjMxIzIwMTkxNDA=\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/davis-executive-wealth-joins-lpl-strategic-wealth\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/davis-executive-wealth-joins-lpl-strategic-wealth\\\/\",\"name\":\"Davis Executive Wealth Joins LPL Strategic Wealth - 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Market Newsdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.marketnewsdesk.com\/index.php\/davis-executive-wealth-joins-lpl-strategic-wealth\/","og_locale":"en_US","og_type":"article","og_title":"Davis Executive Wealth Joins LPL Strategic Wealth - Market Newsdesk","og_description":"SAN DIEGO, May 19, 2026 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0announced today that the financial advisors of Davis Executive Wealth have joined LPL Financial\u2019s supported independence model, LPL Strategic Wealth. The team reported serving approximately $635 million in advisory assets* and joins LPL from Steward Partners. Based outside of Boston in Norwell, Mass., Davis Executive Wealth is led by Timothy Davis, CFP\u00ae, senior managing partner. The team also includes managing partners Michaelyn Bortolotti\u00a0and Michael Carilli, along with Edward Neibert and Henry Brown, who support the firm\u2019s client service and operations. Davis Executive Wealth serves a national client base of c-suite executives, entrepreneurs, business owners and high-net-worth families, with a strong presence up and down the East Coast, Houston, Denver and &hellip; Continue reading \"Davis Executive Wealth Joins LPL Strategic Wealth\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/davis-executive-wealth-joins-lpl-strategic-wealth\/","og_site_name":"Market Newsdesk","article_published_time":"2026-05-19T13:43:14+00:00","og_image":[{"url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTcyMjQ1NyM3NjA5MjMxIzIwMTkxNDA=","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/davis-executive-wealth-joins-lpl-strategic-wealth\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/davis-executive-wealth-joins-lpl-strategic-wealth\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Davis Executive Wealth Joins LPL Strategic Wealth","datePublished":"2026-05-19T13:43:14+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/davis-executive-wealth-joins-lpl-strategic-wealth\/"},"wordCount":782,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/davis-executive-wealth-joins-lpl-strategic-wealth\/#primaryimage"},"thumbnailUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTcyMjQ1NyM3NjA5MjMxIzIwMTkxNDA=","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/davis-executive-wealth-joins-lpl-strategic-wealth\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/davis-executive-wealth-joins-lpl-strategic-wealth\/","name":"Davis Executive Wealth Joins LPL Strategic Wealth - 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