LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Ed Winegar and Gregory Berg have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Winegar Berg Wealth Management Powered by LPL Financial.
Winegar and Berg join LPL from Merrill Lynch, where they served approximately $205 million in advisory, brokerage and retirement plan assets.
Located in Houston, Winegar and Berg collectively have more than five decades of experience, growing their business initially with seminars and trade shows and later through referrals. They began working together in 2000 and merged their individual practices in 2003. Berg noted that their client base is primarily a mix of “high-net-worth families, business owners, attorneys, engineers and medical professionals.”
“We take the time to listen to our clients,” Berg said. “It’s important to understand their full financial picture – where they are and where they desire to be – in order to create comprehensive plans designed to help them realize their fiscal goals.”
LPL supports approximately 22,000 financial advisors, 1,100 institution-based investment programs and 550 independent registered investment advisor firms nationwide.