One other new wealth administration agency has been born in Houston, as monetary advisors Ed Winegar and Gregory Berg launch their very own agency with LPL Monetary’s worker advisor channel.
The duo was beforehand with Merrill Lynch, the place they served roughly $205 million in advisory, brokerage and retirement plan property. They be a part of Linsco by LPL Monetary to ascertain Winegar Berg Wealth Administration.
Winegar and Berg have 5 a long time of business expertise between them and constructed up their enterprise by means of seminars and commerce reveals earlier than gaining referrals which have escalated their follow. The pair have labored collectively since 2000 and mixed their practices in 2003. The transfer to LPL is to achieve extra autonomy.
“We take the time to take heed to our shoppers,” Berg mentioned, noting their consumer base is primarily a mixture of high-net-worth households, enterprise homeowners, attorneys, engineers, and medical professionals. “It’s necessary to know their full monetary image – the place they’re and the place they want to be — with a purpose to create complete plans designed to assist them notice their fiscal objectives.”
Accessing the assets of LPL Monetary is among the key elements of the advisors’ resolution to modify corporations.
“Ed and I’ve labored very laborious through the years to domesticate relationships with our shoppers, and, in lots of instances, we now have change into their most trusted advisors,” Berg added. “We’re assured this transfer to LPL will present us the chance to assist our shoppers and mates notice the objectives, goals and aspirations they’ve labored a lifetime to attain.”
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