A duo of financial advisor handling about $740 million in advisory, brokerage and retirement plan assets has partnered with Linsco by LPL Financial to join the firm’s employee advisor model, according to a release today from LPL.
Kyle Smith and Michael Sandlin have joined LPL from Truist Investment Services, formerly BB&T Scott & Stringfellow. They will operate as SmithSandlin Wealth Planning and will anchor a new Linsco office in Raleigh, N.C., the release said. They are joined by office support members Hollie Katz, Julie Roach and Ashley Reid.
The release said the advisors often coordinate with CPAs and attorneys to provide their clients with personalized, comprehensive financial plans that address retirement income planning, tax strategies and estate planning.
Both advisors began their careers at Scott & Stringfellow—Smith in 1998 and Sandlin in 2003, according to their BrokerCheck profiles.
“We truly believe LPL is aligned with our culture and desire to put clients first,” Smith said in a statement. “LPL is an industry leader with great resources, but they don’t overstep boundaries or pass down corporate mandates. They empower us do our jobs as financial advisors and are there to support us with the tools we need to spend more time with our clients.”