Saturday, July 20, 2024

LPL Adds $200M Father/Daughter Team From Edward Jones -Dlight News

LPL Financial has added a father and daughter advisor team in Flowood, Miss., managing nearly $200 million in client assets. Dan and Olivia Countiss, who have launched their new practice, Countiss Wealth Management, join from Edward Jones.

The team, which serves nearly 500 families and business owners, also includes Investment Analyst Chandler Duke and Client Associate Christy Walker.

Countiss was attracted to LPL for its financial planning software, technology, and the ability to provide advice on clients’ 401(k) plans.

“With 401(k)s being the first vehicle for retirement savings, clients have been asking for advice on how to invest their 401(k) dollars, and Countiss Wealth Management will now be able to help clients with this important part of their financial picture,” Olivia Countiss said in a statement.

Dan Countiss became an advisor at Edward Jones in 2010, after owning a business and selling it. His own experience gave him the ability to guide business owners through similar transitions. Olivia Countiss joined her father in 2015.

This follows news earlier this week that LPL recruited another father and daughter team with approximately $290 million in assets from Morgan Stanley. James and Amanda Zack launched The Zack Wealth Group under LPL’s employee advisor model, Linsco by LPL Financial.

Last week, the independent broker/dealer added First Summit Capital Management, an advisor team in Wilmington, Del., with about $380 million in assets, from PNC Investments.

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