LPL Financial, Gladstone Welcome Father-Daughter Team

CHARLOTTE, N.C., Jan. 18, 2022 (Globe NEWSWIRE) — LPL Money LLC introduced right now that monetary advisors John and Jennifer Tarantino have joined LPL Financial’s broker-seller, corporate registered expenditure advisor (RIA) and custodial platforms, aligned with Gladstone Prosperity Partners, a significant organization on LPL’s hybrid RIA system. They described to LPL that they serve roughly $250 million in advisory, brokerage and retirement approach assets,* and join from Morgan Stanley.

The father-daughter staff has additional than 50 years of mixed encounter, applying their spouse and children values of integrity, transparency and empathy to support families in this generation and the up coming. With a track record in instructing, John’s specializes in simplifying sophisticated difficulties to enable customers genuinely fully grasp their monetary landscape. Jennifer joined the apply in 2015 soon after gaining market acumen performing for other corporations, bringing new pondering to aid achieve the next generation of customers. With each other, they just take a money preparing approach to assist shoppers determine what is most critical in their life.

“For lots of people, their most crucial asset is not held in a portfolio. It is typically the time they spend with loved kinds, the enjoyment they discover in pursuing their passions and the sense of comfort they discover in their community,” John mentioned. “Whatever our purchasers treatment about most, we consider that a sound financial program will aid them recognize a eyesight for their future. Our individualized procedures are built to help each shopper get the job done toward meeting their life style and objectives.”

Right after a lot reflection and because of diligence, the workforce identified that the unbiased product greatest suited their clients’ increasing desires. They turned to Gladstone Prosperity Partners and LPL Money to breakaway from the wirehouse ecosystem for the following chapter of their business. They will start off their new observe in Florham Park, N.J.

“Being a family members crew, we want to support our consumers the way we would help our personal family members. Likely impartial truly will take that thinking to the following degree and outside of. We can make decisions in our clients’ ideal interests devoid of possessing organizational influence,” Jennifer said.

John included, “Gladstone presents us a sense of community. They address us like loved ones, getting points off our plate so we can shell out additional time with customers. We also enjoy the positive aspects of signing up for LPL, a foremost prosperity administration agency. The combination of Gladstone and LPL supplies us with accessibility to educated and experienced workforce members and robust resources developed to help us differentiate our business enterprise and develop our offerings and assistance.”

Richard Frick, Handling Companion and CEO of Gladstone Prosperity Associates mentioned, “We welcome John and Jen to the Gladstone loved ones, and are honored they place their rely on in us to assist with their transition to independence. Our marriage with LPL provides worth by supplying the means and revolutionary methods that assist us and our advisors evolve. We appear forward to supporting the whole Tarantino workforce and serving to in their continued advancement.”

Scott Posner, LPL govt vice president, Small business Improvement, said, “We prolong a heat welcome to John and Jen, and congratulate them on the start of their impartial observe. As a associate with scale, we are dedicated to supporting our advisors’ ability to meet their clients’ anticipations for differentiated service ordeals and access to subtle wealth administration alternatives. We also deliver robust resources and business enterprise answers to assist independent business enterprise owners work effectively and construct a business enterprise with worth. We are honored to help Gladstone and the Tarantinos and search ahead to a long-lasting partnership with both equally.”

Advisors, come across an LPL organization development representative near you.

About LPL Economic:
LPL Fiscal (Nasdaq: LPLA) was established on the theory that the organization really should function for the advisor, and not the other way all-around. These days, LPL is a leader** in the markets we serve, supporting a lot more than 19,000 economical advisors, 800 institution-based mostly financial commitment plans and 450 unbiased RIA companies nationwide. We are steadfast in our commitment to the advisor-centered model and the perception that Americans deserve access to personalised steerage from a fiscal advisor. At LPL, independence implies that advisors have the flexibility they deserve to select the company model, services, and engineering assets that enable them to run their great follow. And they have the freedom to handle their customer associations, since they know their purchasers ideal. Simply just place, we take care of our advisors, so they can take treatment of their customers.

* Worth approximated primarily based on asset and keeping details supplied to LPL from the yr 2021

**Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Dealer in the U.S (Based on whole revenues, Fiscal Arranging journal June 1996-2020) No. 1 supplier of 3rd-get together brokerage companies to banking companies and credit score unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

Securities and advisory products and services offered by way of LPL Money LLC, an SEC-registered broker-seller and investment decision advisor. Member FINRA/SIPC. 

All through this interaction, the terms “financial advisors” and “advisors” are made use of to refer to registered reps and/or investment advisor reps affiliated with LPL Economical LLC. We routinely disclose information and facts that may well be essential to shareholders in the “Investor Relations” or “Press Releases” section of our web-site.

Gladstone Wealth Companions and LPL Money are different entities.

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Media Speak to:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]