Print this article
Eight US Wealth Management Advisors Join LPL Financial
Eliane Chavagnon
27 January 2012
A group of eight advisors from US Wealth Management, with $2 million assets under management, have joined independent broker-dealer LPL Financial, based in the firm’s Massachusetts office. John Napolitano, chief executive of US Wealth, joins alongside principals George Clarke, Thomas Morrone, Michael Alexander, Max Kolbrenner, Gary Oman, Timothy McCarthy and Michael Vlazquez. The group of eight - who joined LPL on 2 December last year and have an aggregate 150 years of industry experience - will focus on financial planning, asset management, securities and insurance at the individual client level, as well as assisting financial advisors in developing a “pro-active and holistic approach to client service,” the firm said. US Wealth Management has 16 offices located throughout Massachusetts, Connecticut, California, New Jersey, Kentucky and South Carolina.