Equestrian-focused advisor leaps to LPL from Edward Jones
LPL has grown its presence in the Pacific Northwest with the addition of an advisor from Edward Jones.
On Thursday, LPL Financial announced that financial advisor Alex Williams, has affiliated himself with its broker-dealer, RIA and custodial platforms.
Williams, a multi-decade veteran of the industry, reportedly managed roughly $170 million in advisory, brokerage and retirement assets at Edward Jones.
In departing from his previous firm, he has launched his very own independent practice, Stable Wealth, based in Olympia, Washington.
“I have a commitment to adapt to this ever-changing financial landscape,” Williams said in a statement Thursday. “As client expectations continuously evolve, it became clear that I needed a partnership that could support their increased needs.”
Williams has built up a long professional track record over the course of 25 years in the industry, all of which he spent at Edward Jones, with experience as a regional leader.
He specializes in investment strategies and comprehensive financial planning, with a primary focus on retirees and clients in the equestrian community. Appreciators of the sport may recognize his wife Jennifer, who’s competed and earned numerous honors including a National Championship in dressage at the highest Grand Prix level.
“I can now offer more holistic planning, which includes advanced tax and estate planning, as well as alternative investment opportunities,” Williams said of the opportunities he’s unlocked with his new independent practice and affiliation with LPL.
Shortly before welcoming Williams, LPL expanded its reach in Connecticut with a $750 million ex-Lincoln advisor team from Osaic.
Earlier this month, LPL also scored another advisor team at Edward Jones’s
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