A former Wells Fargo advisor who managed about $175 million in advisory and brokerage assets has joined LPL Financial’s broker-dealer, corporate registered investment advisor and custodial platforms.
Based in Mansfield, Texas, Guy Rodgers operates Guy Rodgers Private Wealth Strategies along with a support team that includes his wife Gina, who serves as the firm’s office manager, and his assistant Aida Chianappi, who spent 20 years as a paralegal.
Rodgers, a former family lawyer, shifted gears in 2008 and became a financial advisor, launching his practice focused on providing advanced strategies and financial planning to guide clients through transition, an LPL news release said. He began his career with Edward Jones, according to BrokerCheck, and moved to Wells Fargo Advisors Financial Network in 2016.
“The last couple of years have been trying on everyone, whether they’re planning to retire, lost a job or suffered the death of a loved one,” Rodgers said in a statement. “In the wake of an ongoing pandemic, it’s more important now than ever before to have a knowledgeable and ethical financial advisor to help prepare for the unexpected life events.”
Rodgers chose to join LPL because he wants to elevate his practice and enhance the service he provides to his clients. “LPL provides a wide breadth and depth of planning and investment choices, and most importantly, allows me to create differentiated service experiences for my clients. Our slogan is ‘clarity, confidence and concierge care,’ and I believe LPL gives me the best option to provide all those services to my clients,” he said.