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In The Know: News, updates from Greenville area businesses and nonprofits

LPL Financial Welcomes Wealth Management and Legacy Planning Group

CHARLOTTE, N.C., Sept. 25, 2023 LPL Financial LLC announced today that financial advisors Angelo Burns, Larisa Holiday, Eli Montoya and Manny Pedroza have joined LPL Financial’s broker-dealer,.

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LPL recruits $260 million group focusing on 403(b) plans

Mission Wealth Names Four New Partners to Firm in 2021

Mission Wealth Names Four New Partners to Firm in 2021 Share Article Mission Wealth is pleased to announce the addition of four new partners to the firm: Jenna Rogers, Renee Hennessee, Ryan Niedbalski, and Jeff Avila. Expanding equity ownership within the firm remains central to our team philosophy because it reflects our desire to serve the needs of our clients across future generations and is also key for employee attraction and retention. We are thrilled with the addition of these new partners to our owner group and are eager to continue the expansion of the partnership group each year. We are excited to welcome four new partners to the firm, bringing our grand total to fifteen and helping us ensure that we have expanded leadership to steward the firm for many years to come.

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