LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Amy S. Lawrence has joined LPL Financials’ broker-dealer, registered investment advisor and custodial platforms.
She reported having served approximately $475 million in advisory, retirement plan, banking and credit business and joins LPL from Bank of America Private Bank.
With the move, Lawrence launches Gorilla Investments Co., a Miami-based independent financial practice.
Since 2016, LPL says Lawrence has grown her practice by working closely with private business owners, entrepreneurs, executives and families to “help define, pursue and integrate their financial priorities.”
“We focus on what makes each client’s wealth journey unique and then empower them with the right strategy and plan for them,” said Lawrence, who is joined by client relationship manager Rey Lawrence. “We are committed to being there for our clients every step of the way, supporting them as they navigate complex life choices and relationships.”
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.