Home Alts News Former Merrill Lynch Advisors with $425 Million in Assets Joins LPL Financial

Former Merrill Lynch Advisors with $425 Million in Assets Joins LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Terri L. Conger, Joseph Blackner, Jace Kasteler, and Trevor Lubereski have joined LPL to launch a new independent practice, Pacific Legacy Wealth Partners.

The advisors reported having served approximately $425 million in advisory and brokerage assets and join LPL from Merrill Lynch.

They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services.

Based in Federal Way, Washington, just north of Tacoma, Pacific Legacy Wealth Partners is led by managing director Terri Conger. A veteran of the financial services industry, she has more than two decades of experience.

Blackner joined Conger about five years ago. With two retirement specialist designations, he manages future health care expenses, planning for college, selling a business and transferring wealth to the next generation.

With a background in analytics, Kasteler relocated from Indiana to Washington in 2018 to work alongside of Conger. Kasteler specializes in helping sports and entertainment clients.

Rounding out the group of founding partners is Conger’s son, Lubereski, who started out in accounting as a CPA before shifting to the financial services industry.

“We’re a strong multi-generational team, with all of our different experiences and a broad range of skills,” Conger said, noting the close-knit team also includes wealth management associates Judi Stanton and Jennifer Hamlyn. “We are deeply committed to consistency, service and hard work. We are driven by our values and fiduciary standards based on our commitment to always act in the client’s best interest.”

LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.

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