LPLA - LPL Financial Welcomes Cousino Wealth Advisors | Benzinga
SAN DIEGO, June 05, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ:LPLA) announced today that financial advisors Todd Cousino, Nicholas Hawk and Charles Moyer have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Cousino Wealth Advisors. The advisors reported serving approximately $265 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise.
Based in Brownstown, Mich., Cousino and Hawk have worked as a team since 2015, with Moyer joining in 2020. They built their practice based on a collaborative approach that draws on each advisor's professional skills and experience. Together, they offer comprehensive financial planning and wealth management using a bucket strategy to grow and preserve wealth for their clients. The advisors are joined by Senior Client Services Associate Terri Rowe.
"We take great pride in the strong relationships we've built with our clients, and we are committed to providing them with the highest levels of service and advice," Cousino said, noting they primarily serve clients in the engineering and automotive fields.
Looking to elevate their client experience and enhance office efficiencies, the team turned to LPL for the next chapter of their business.
"Our goal is to always be client-first, and we want to continuously increase and evolve ...