LPL Lands $500 Million Tribute Financial Team From United Planners

2 articles · Updated · InvestmentNews · Jun 24

Tribute Financial, a family-led advisory team with offices in Missouri and Connecticut, joined LPL's broker-dealer and RIA platform after previously overseeing more than $500 million in assets at United Planners.
Kevin Daniels said LPL's technology infrastructure and broader support drove the move, giving the practice more resources to expand while keeping its focus on clients.
The team includes Daniels, Martin Nadeau, Zach Daniels, Scott Kearns and Caleb Sanders, and centers on multigenerational client relationships across varied wealth backgrounds.
The hire capped a busy June recruiting stretch across wealth management, with Osaic adding a former 33-year Fidelity advisor and Citizens bringing in an $800 million Morgan Stanley trio in Southern California.