Financial advisors Gena Barbato, Beth Woodward and Daniel Kundla have partnered with Gladstone Wealth Partners in Chester, N.J., to join the LPL Financial’s broker-dealer, corporate RIA and custodial platforms, the companies announced today.
Based in Atlanta's Buckhead community, the practice was formerly with UBS Financial Services, where it managed approximately $215 million in client assets.
Managing partners Barbato and Woodward have worked together since 2001, officially merging their business 16 years ago. Kundla joined the team in 2016 as a college intern and currently serves as senior vice president-investments.
Headquartered in Fort Mill, S.C., San Diego and Boston, LPL Financial is one of the largest independent broker-dealers in the country, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.