Tom Morrone and Two Others from U.S. Wealth Management Recognized As Top Financial Advisors by Affiliated Broker-Dealer LPL Fina
Boston, MA (July 9, 2014) – Marc S. Schliefer, CFP®, Thomas P. Morrone, CFP®, CPA, and John P. Napolitano, CFP®, CPA, PFS, MST, RLP®, wealth managers affiliated with U.S. Wealth Management, today announced that they were recognized as top financial advisors and named to the LPL Financial Chairman’s Club. This distinction is awarded to approximately 6% of LPL Financial firm’s 13,500 advisors nationwide based on year-end production.
“We congratulate Marc, Tom, and John for this remarkable achievement, which signifies excellence and a proven ability to deliver innovative financial services and solutions,” said Mimi Bock, managing director, Independent Advisor Services for LPL Financial. “Chairman’s Club advisors are without a doubt among the premier financial advisors in our industry. They serve as trusted resources and counselors for their clients and their communities.”
Marc, Tom, and John and were all honored to be recognized as a top advisor at LPL Financial, which they attribute to their commitment to provide unbiased guidance to clients and represent their best interests.
About U.S. Wealth Management
U.S. Wealth Management is an independent network of experienced wealth managers who provide holistic advice and custom-tailored strategies to manage their clients’ financial future. With thirteen offices located nationwide, the wealth managers of the firm have a common focus – a personal interest in meeting all their clients’ investment, insurance, and retirement needs as they change throughout their lifetime.
With access to comprehensive resources including asset management / research, advanced technology and an expansive product platform, the wealth managers affiliated with U.S. Wealth Management serve their clients with the support of a dedicated team of experienced professionals who put the clients’ needs first.
For wealth managers, U.S. Wealth Management provides the full spectrum of resources necessary to advance the growth and value of their practices, providing true independence with structured support. The firm offers to wealth managers a culture of trust, support and accessibility, practice management and tailored coaching for growth, competitive payouts, advanced marketing support, and business succession planning. To learn more about U.S. Wealth Management visit uswealthmanagement.com.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2014), an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,500 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports more than 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities Offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through U.S. Financial Advisors, a registered investment advisor. U.S. Financial Advisors and U.S. Wealth Management are separate entities from LPL Financial.
