Thimble Island Private Wealth Launches With Support From LPL Strategic Wealth Services
Thimble Island Private Wealth, a new independent practice, has been launched by financial advisors Logan Reed, James Jim English III, Michael Allegra Jr. and Matthew Fleming. The practice has affiliated with LPL Financial LLC and will be supported by LPL Strategic Wealth Services.
The team of advisors, who previously worked at Janney Montgomery Scott, reported having served approximately $830 million in advisory, brokerage, and retirement plan assets. By joining forces with LPL Financial, Thimble Island Private Wealth aims to leverage the firm’s supported independence model to enhance its offerings and provide exceptional service to its clients.
LPL Financial, a leading provider of investment and wealth management services, has been actively expanding its network of financial advisors. Prior to the launch of Thimble Island Private Wealth, LPL Financial welcomed financial advisors Timothy J. Heisterkamp and Max Neese, who reported serving around $200 million in advisory, brokerage, and retirement plan assets. The advisors joined LPL Financial from Cambridge. Additionally, LPL Financial also welcomed financial advisors Greg Mullaney, Colleen Kelly Abate, and Peter Pagano, who reported serving approximately $300 million in advisory, brokerage, and retirement plan assets. They joined LPL Financial from Ameriprise Financial.
These recent additions to LPL Financial’s network demonstrate the firm’s commitment to supporting independent practices and providing them with the resources and tools necessary for growth and success. The combination of Thimble Island Private Wealth and the aforementioned financial advisors strengthens LPL Financial’s position as a leading provider of comprehensive financial services.
In an increasingly complex financial landscape, advisors and clients alike are seeking firms that can deliver personalized and efficient solutions. By affiliating with LPL Financial and joining its supported independence model, Thimble Island Private Wealth and the other mentioned financial advisors can tap into a wide range of resources and expertise, enabling them to better serve their clients’ needs.
With a strong focus on financial planning, investment management, and retirement solutions, Thimble Island Private Wealth aims to provide holistic wealth management strategies tailored to each client’s unique circumstances and goals. By leveraging LPL Financial’s extensive capabilities, the practice can offer innovative solutions and access to a wide range of investment options, helping clients navigate complex financial markets and achieve their long-term s.
Overall, the launch of Thimble Island Private Wealth, along with the addition of Timothy J. Heisterkamp, Max Neese, Greg Mullaney, Colleen Kelly Abate, and Peter Pagano to LPL Financial’s network, reflects the continuing growth and success of independent practices in the financial advisory industry. With the support and resources provided by LPL Financial and LPL Strategic Wealth Services, these advisors are well-equipped to meet the evolving needs of their clients and drive their businesses forward.
Comments