Charlotte, N.C. Nov. 13, 2023 - LPL Financial LLC (Nasdaq: LPLA) announced today that renowned financial advisors, Anthony S. Zambri, CFP, CLU, ChFC, APMA, and his son, Anthony V. Zambri, APMA, have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Zambri Financial. With a combined wealth management experience spanning decades, the father-son duo brings a successful track record and expertise to their new venture. The Zambri Financial team reports having served approximately $180 million in advisory, brokerage, and retirement plan assetsn and are excited to bring their unique approach to LPL Financial.
Anthony S. Zambri, a highly respected and accomplished Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Portfolio Management Advisor (APMA), has been a guiding force in the financial industry for several years. Known for his strategic, holistic approach to wealth management, Zambri has played a vital role in helping clients achieve their financial goals through comprehensive financial planning and personalized investment strategies. His expertise has made a lasting impact on his clients’ financial journeys, earning him a reputation as a trusted advisor.
Joining him is his son, Anthony V. Zambri, who also holds the designation of Accredited Portfolio Management Advisor (APMA). Anthony V. Zambri brings a fresh perspective and a passion for leveraging technology to enhance the client experience. He is committed to building lasting relationships and delivering tailored financial solutions that address each client’s unique needs and aspirations.
By joining forces with LPL Financial, the Zambri duo aims to take their commitment to professional excellence to a whole new level. LPL’s employee advisor channel provides them with a robust platform that empowers them to deliver an even greater value proposition to their clients. This platform will equip them with innovative tools, customizable resources, and a wide range of investment options to enhance the client experience and help them achieve their financial objectives.
Their decision to launch Zambri Financial with LPL Financial comes after a successful tenure at Ameriprise, where they built a loyal clientele and established themselves as trusted advisors. Now, with LPL’s cutting-edge technology, comprehensive support, and independent structure, the Zambri team is poised to further elevate their client service, enhance overall financial planning, and unlock new growth opportunities.
Zambri Financial’s mission is to provide comprehensive financial planning and investment management services that exceed expectations. With a focus on building long-term relationships based on trust and transparency, the Zambri team is committed to helping clients navigate the complexities of the financial landscape and achieve their financial goals.
As they embark on this new chapter, Anthony S. Zambri and Anthony V. Zambri are excited about the possibilities that lie ahead. With their shared values, extensive experience, and commitment to excellence, Zambri Financial is set to become a leading force in the wealth management industry. Through their collaboration with LPL Financial, they will continue to provide clients with the personalized guidance and customized solutions they need to thrive in an ever-changing financial world.
In conclusion, Anthony S. Zambri, CFP, CLU, ChFC, APMA, and Anthony V. Zambri, APMA, have teamed up with Linsco by LPL Financial to launch their new venture, Zambri Financial. Their extensive expertise and dedication to personalized financial planning will enable clients to navigate the complexities of wealth management successfully. With LPL Financial’s robust platform, the Zambri team is poised to achieve new heights in providing innovative financial solutions and exceptional client service.
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