CHARLOTTE, N.C., Jan. 24, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisors Andy Walker and Christian Covey have launched a new practice, Walker Covey Wealth Advisors, through affiliation with LPL Strategic Wealth Services model. Previously, the advisors were part of a firm working with approximately $350 million in advisory, brokerage and retirement plan assets.* They join LPL from Commonwealth.
Based in Utah County, Walker and Covey are Brigham Young University graduates who teamed up to combine their strengths in order to help clients better understand their finances and investments. “Working together, we’ve built a strong trust in each other. We’re both grounded in our philosophy and systematic processes focused on principle-based investing,” said Walker, managing partner and chief executive officer.
Walker and Covey are joined by Rebecca McEntire, who will act as the new firm’s Director of Client Services. “We are building a firm based on trust –trust with each other and trust with our clients. We’re committed to continuous education, expanding our expertise and working tirelessly to do what’s in the best interest for our clients,” said Covey, managing partner and chief investment officer.
Video: Meet Andy Walker and Christian Covey
Their client-centric mindset led the advisors to LPL Financial, where they plan to grow their practice and provide clients with differentiated experiences. Walker and Covey appreciate LPL’s integrated wealth management platform and robust resources designed to help advisors run a thriving practice. Additionally, LPL’s mission to take care of its advisors so they can take care of their clients resonated with the Walker Covey team. But it was the additional layer of support provided by the LPL Strategic Wealth Services model that cemented their decision to move.
Personalized support from LPL Strategic Wealth Services
LPL Strategic Wealth Services delivers personalized support for daily operations and long-term business management. Teams are provided with award-winning*** transition support right from the start, as well as ongoing strategic, administrative, marketing and CFO support that allows advisors to stay focused on the enduring needs of their clients, culture and evolution of their practice. “LPL Strategic Wealth Services fills in the gaps so we don’t need to worry as much about things like HR or maintaining our website. We are still running a business, but this model helps us focus on what we do best,” Covey said.
Walker stated, “We are excited to build a practice where we can provide our clients with high-touch service to help relieve some of their financial worries.”
Scott Posner, LPL executive vice president, …….
Source: https://finance.yahoo.com/news/walker-covey-wealth-advisors-launches-140000512.html
