LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Megan M. Stirrat and Tenley Y. Hardt have joined LPL Financial to launch a new independent practice, Revel Private Wealth.
Stirrat and Hardt chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $325 million in advisory, brokerage and retirement plan assets. They join LPL from Merrill Lynch.
Based in San Juan Capistrano, California, Stirrat has nearly 30 years of industry experience. Four years ago, she teamed up with Hardt, who has a background in entertainment and strategic business consulting. Together, they take a collaborative approach to comprehensive wealth management by providing highly customized, goals-based investment strategies and plans. They specialize in helping women in transition and those in the sports and entertainment industry.
“We are both passionate about empowering women to better understand their financial and wealth management goals,” said Stirrat. “As women, we have a sensitivity and understanding of what they may be going through, and we’re very compassionate as we help clients navigate their situations.”
As the industry continues to evolve, the Revel advisors decided it was time to break away from the wirehouse model and build their own independent practice.
“There are huge opportunities in the sports field, especially now that college athletes can be paid. We want to educate them and help prepare them for a more confident financial future,” Hardt said.
LPL supports approximately 22,000 financial advisors, 1,100 institution-based investment programs and 550 independent registered investment advisor firms nationwide.