LPL Financial today announced that a pair of Wells Fargo advisors who managed $280 million in advisory, brokerage and retirement plan assets has aligned with its Strategic Wealth Services platform to launch an independent practice in The Woodlands, Texas.
Richard DeYoung and Jessica Boehm created Highland Wealth Partners, which focuses on individuals, trusts, non-profit organizations and businesses. They are joined by administrative support staff, Debbie Gregori and Cindy Binn, the release said.
DeYoung, according to BrokerCheck, began his career in the industry in 1992 with Prudential Securities. He worked at several other firms, including A.G. Edwards & Sons, UBS Painewebber and Merrill Lynch Pierce, Fenner & Smith, before moving to Wells Fargo in 2012.
Boehm began her career in 2007 with Proequities Inc. She worked for a few other firms, including Raymond James Financial Services, before moving to Wells Fargo at the end of December 2017.
“It was important for us to be with a partner that prioritized our clients’ needs and interests above everything else. LPL’s comprehensive support, technology, and research, along with their transparency as a publicly traded company and dedication to independence and choice, allows us to provide clients with a wide range of diligently evaluated, non-proprietary investment products,” DeYoung said in a statement.
Added Boehm: “With Strategic Wealth Services, everything is already built in and we’re not on our own. This way, we can focus on what we do best and enjoy being advisors.”