SAN DIEGO, March 25, 2024 - LPL Financial LLC announced today that three experienced financial advisors, Sarah Grafton, William Will Grafton IV, CFP, CEPA, and Dexter Grafton, CPFA, CFA, have launched their independent practice, Grafton Wealth Advisors, with support from LPL Financial’s strategic wealth services. The advisors, who previously worked at Merrill Lynch, bring with them approximately $580 million in advisory, brokerage, and retirement plan assets.
Grafton Wealth Advisors’ affiliation with LPL Financial’s supported independence model provides them with access to various resources and tools, fostering their ability to deliver comprehensive wealth management services to their clients. With LPL Financial’s strategic wealth services, the team can leverage the firm’s technology, research, and custodial platforms further.
The Grafton Wealth Advisors team brings a wealth of expertise to their independent practice. Sarah Grafton specializes in financial planning and has extensive experience in helping clients navigate their financial goals. William Will Grafton IV is a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA), focusing on assisting business owners with their accumulated wealth and succession planning. Dexter Grafton is a Chartered Plan Financial Analyst (CPFA) and Chartered Financial Analyst (CFA), offering comprehensive retirement plan services and investment management.
In a recent statement, Grafton Wealth Advisors expressed their excitement about the move and their collaboration with LPL Financial. They believe that the affiliation will enable them to expand their capabilities, better serve their clients, and enhance their overall client experience.
LPL Financial, a leading retail investment advisory firm and independent broker-dealer, has been expanding its network with top talent. In related news, LPL Financial also recently welcomed financial advisors Brice Lowe, CFP, CPWA, and Bradley Moser, CFP, who joined the firm’s broker-dealer, RIA, and custodial platforms through their alignment with the Mariner Advisor Network. The advisors, who previously worked at Stifel Financial, bring approximately $150 million in advisory, brokerage, and retirement plan assets.
Additionally, RFS Financial Securities, with approximately $140 million in advisory, brokerage, and retirement plan assets, has joined LPL Financial’s broker-dealer, RIA, and custodial platforms. The team, previously part of Lincoln Financial Advisors, aims to leverage LPL Financial’s resources and technology to expand their capabilities and provide comprehensive services to their client base.
These recent additions highlight LPL Financial’s commitment to fostering growth and supporting professionals in the wealth management industry. With its robust platform and support, LPL Financial continues to attract top-performing advisors, allowing them to truly thrive in their businesses while upholding high standards of client service.
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