LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Raanan Pritzker, Brian Brenneman, and Neal Foushee have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch PB FAM Private Wealth.
PB FAM Private Wealth, which joins LPL from Fifth Third Private Bank, reported having served more than $1 billion in advisory and retirement plan assets.
With more than 25 years of financial services experience, Pritzker leads as managing director of the new Atlanta-based concierge wealth management firm. Brenneman, who also has over 25 years in the industry as a portfolio manager, began working alongside Pritzker in 2011 and now manages the investment portfolio strategy for the team. Foushee joined Pritzker and Brenneman in 2017 and now leads the practice management side of the enterprise.
The firm focuses on customized investment strategies, comprehensive wealth planning, estate and tax planning and lifestyle management solutions.
“At PB FAM, our clients are like family,” Pritzker said. “We prioritize their goals by getting to know each client personally, and then we take a deep dive to guide them through each step of their financial journey, offering a concierge level of service at each step.”
The newly launched firm also plans to tap into LPL’s high-net-worth resources such as The Private Trust Company along with advanced estate and income tax planning, alternative investments platform and complex life insurance planning.
LPL supports approximately 22,000 financial advisors, 1,100 institution-based investment programs and 550 independent registered investment advisor firms nationwide.