The latest senior wealth management industry moves, appointments and personnel changes in North America.

EisnerAmper
Prosperity, an EisnerAmper company, has named Jeff Lenhart as president of its wealth management business. He is succeeding Michele Martin, who will be remaining with the firm.

Lenhart will oversee the firm's leadership, strategic direction and long-term growth, Prosperity said in a statement yesterday. He has joined from Forvis Mazars, where he was a partner and served as Southeast regional leader of the firm's national wealth management business.

Lenhart holds a BS in organizational behavior and finance from the University of Missouri-St Louis and an MS in personal financial planning from the College for Financial Planning. He is a CFP professional and holds the Accredited Asset Management Specialist designation, and a member of the Financial Planning Association and the American Institute of CPAs.

LPL Financial
LPL Financial announced that a number of advisors and teams had joined in recent days:

Financial advisors Pat Gilbert and James Gilbert of Preferred Financial Group joined LPL’s broker-dealer and RIA platforms. The team, which reported serving about $230 million in advisory, brokerage and retirement plan assets, has joined LPL from Harbour Investments.

The father-and-son team is based in the Battle Creek and Kalamazoo, Michigan areas. 

Advisors Paul McCutchen and Jarod Wesson of McCutchen Wesson Wealth Advisors also joined the B/D and RIA platform. The team, which reported serving about $190 million in advisory, brokerage and retirement plan assets, has also joined LPL from Edward Jones. Based in Marion, Arkansas, the advisors have over 30 years of combined experience.

Raymond James
Raymond James has welcomed financial advisor Jeffrey Stillwell to its independent advisor channel.

Stillwell arrived from Ameriprise Financial Services where he managed about $240 million in client assets. Operating as Stillwell Financial Advisors in Red Bank, New Jersey, he provides financial planning and investment guidance to business owners, family offices, retirees, endowments, foundations and nonprofit organizations. He is joined by operations manager Theresa Francy.