LPL Financial and Gladstone Wealth Partners welcome Veritas
CHARLOTTE, NC, July 07, 2021 (GLOBE NEWSWIRE) – LPL Financial LLC (Nasdaq: LPLA) today announced that financial advisor Joseph F. Myer CFPÂ®, CPFA has joined LPL Financial’s brokerage, registered investment advisory (RIA) and custody platforms. He is associated with Gladstone Wealth Partners, a large firm that supports LPL affiliate advisors. Myer said he has served around $ 250 million in advisory, brokerage and pension assets *, and joined LPL after Merrill Lynch.
Based in Ashburn, Virginia, Myer has built a client-centric practice where he aspires to be among his clients’ âTop 5â along with their doctor, accountant, lawyer and spiritual guide. He works closely with a diverse clientele of business owners, executives and retirees, starting each account with financial planning before focusing on wealth management and investment portfolios. He is joined by Teresa Gentry, Director of Customer Experience.
After spending the first two decades of his career in Wall Street law firms, Myer chose to move to LPL and Gladstone to launch his new independent firm, Veritas Capital Management, LLC. âIn Latin veritas means ‘truth’ and it is our guide as counselors – to communicate honestly, to seek the truth and to be guided by the truth,â Myer said.
As he embarks on a new chapter in his career, Myer looks forward to the freedom that comes with running an independent practice. âI want to have my own voice and be able to freely express my point of view, in terms of the market and the economy, as well as with the products and developments in my practice,â Myer said. “With this move, I am able to serve my clients as I see fit while taking advantage of the robust resources and innovative capabilities provided by LPL and the boutique service of my partners at Gladstone.”
Myer is already planning a future expansion of his team. He joined Gladstone’s partner model, which supports growth by acquiring or building the office by adding turnkey advisors to the practice. âWe hope to find the perfect person to grow the team: advisors who share our standards and would complement the way we do business,â Myer said.
Outside of work, Myer is deeply committed to supporting his community through leadership roles and volunteerism. He currently serves on the board of the Clarke County Sanitary Authority and on the finance board of his church, St. Bridget of Ireland Catholic Church. He has also served as president of the Clarke County Education Foundation and the Rotary Club of Frederick County, and has also served as co-chair of United Way Solidarity Day.
Robert Hudson, Founder and Chairman of Gladstone Wealth Partners, said: âIt has been a pleasure meeting Joe over the past few months. It is clear that he has built an incredible business throughout his career by developing deep personal relationships with his clients. The entire Gladstone team is eager to support Joe’s next steps as he builds his independent business. This is yet another example of a large, well-respected wirehouse advisor choosing the freelance space, and I expect this trend to continue in the years to come.
âWe extend a warm welcome to Joe and are honored to support his journey to independence,â said Scott Posner, LPL Executive Vice President, Business Development. âIndependence is a common thread in everything we do at LPL. Whatever an advisor’s vision for their practice, we’re committed to supporting them by providing differentiated service experiences, integrated technology, and innovative business resources designed to help them seek the freedom and rewards that come with setting up their own business. We congratulate Gladstone on its continued growth and look forward to supporting Gladstone and Veritas Capital Management for many years to come.
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About LPL FinanciÃ¨re
LPL Financial (Nasdaq: LPLA) was founded on the premise that the company should work for the adviser, not the other way around. Today, LPL is a leader ** in the markets we serve, supporting more than 18,000 financial advisors, 800 institutional investment programs and 450 independent RIA companies across the country. We are unwavering in our commitment to the advisor-centric model and our belief that Americans deserve access to objective advice from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services and technological resources that allow them to perfectly manage their practice. And they have the freedom to manage their customer relationships because they know their customers better. Simply put, we take care of our advisors, so they can take care of their clients.
** Principal custodian of AIR (Cerulli Associates, 2019 US RIA Marketplace Report); No. 1 among independent brokers in the United States (based on total revenues, Financial Planning magazine June 1996-2020); 1st provider of brokerage services on behalf of third parties to banks and credit unions (Annual report TPM Kehrer Bielan Research & Consulting 2020-2021; Fortune 500 in June 2021)
* Based on past business and represents assets that would have been held by LPL Financial, rather than third party custodians. Reported assets and customer numbers have not been independently and fully verified by LPL Financial.
Securities and advisory services offered by LPL Financial LLC, an SEC registered brokerage and investment advisor. FINRA / SIPC member.
Throughout this communication, the terms âfinancial advisersâ and âadvisersâ are used to refer to the registered representatives and / or representatives of the investment advisers affiliated with LPL Financial LLC. We regularly disclose information that may be important to shareholders in the âInvestor Relationsâ or âPress Releasesâ section of our website.
Veritas Capital Management, Gladstone Wealth Partners and LPL Financial are separate entities.
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