Skip to main content

LPL Financial Welcomes Financial Advisor Stacey Williams

Written by Customer Service on . Posted in Public Companies.

CHARLOTTE, N.C., Dec. 23, 2019 (GLOBE NEWSWIRE) — LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that financial advisor Stacey Williams has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) platforms, aligning with The Financial Services Network, an existing LPL firm. She reported having served approximately $160 million in brokerage, advisory and retirement plan assets*. She joins from Bank of Hawaii’s Bankoh Investment Services.
Williams joins her husband, longtime LPL advisor Rob Williams, at ARA Wealth Management Group in Hilo, Hawaii. With more than 28 years of banking experience and 20 years in the financial services industry, her primary focus is retirement planning. She is eager to begin the next stage of her career as an independent financial advisor.“It’s been a goal and dream to work with my husband, using our individual strengths to grow our business together,” Stacey Williams said. “The move was part of a succession plan so that Rob and I can get to know each other’s clients. We believe the team approach will help us better serve our clients.”Williams added, “I’m so excited to partner with LPL and The Financial Services Network. Their innovative technology, resources, services and product access will help enhance the client experience. Already, their transition support has been outstanding.”The mother of five and grandmother of two is passionate about educating youth in financial literacy. In her spare time, Williams volunteers for various organizations and schools. She serves as director for Junior Achievement of Hawai`i Island and is on the advisory board for The Salvation Army Hilo Temple. She’s also a board member for E.B. de Silva Elementary School.“We are honored to welcome Stacey Williams to The Network,” said Christopher Mercado, managing partner and chief investment strategist with The Financial Services Network. “We are privileged to be a part of her integration as she joins her husband Rob Williams to enhance an already successful wealth management practice.”Rich Steinmeier, LPL Financial managing director and divisional president, Business Development, said, “We welcome Stacey to LPL as she begins the next chapter of her career, and congratulate The Financial Services Network on expanding its network of quality advisors. The independent business model gives advisors the freedom and flexibility to provide objective financial guidance to their clients. We will continue leveraging our scale to offer the technology, service and other wealth management resources that deliver value and help address the evolving needs of America’s investors.”Read about other firms that recently joined LPL in the LPL Financial News and Media section of LPL.com.Advisors, find a recruiter near you.About LPL Financial
LPL Financial (https://www.lpl.com) is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.ARA Wealth Management Group, The Financial Services Network and LPL Financial are separate entities.*Based on prior business and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Reported assets and client numbers have not been independently and fully verified by LPL Financial.**Based on total revenues, Financial Planning magazine June 1996-2019Connect with Us!https://twitter.com/lplhttps://www.linkedin.com/company/lpl-financialhttps://www.facebook.com/LPLFinancialLLChttps://www.youtube.com/user/lplfinancialllcMedia Contact:
Lauren Hoyt-Williams
(980) 321-1232
Lauren.Hoyt-Williams@lpl.com

Disclaimer & Cookie Notice

Welcome to GOLDEA services for Professionals

Before you continue, please confirm the following:

Professional advisers only

I am a professional adviser and would like to visit the GOLDEA CAPITAL for Professionals website.

Important Notice for Investors:

The services and products offered by Goldalea Capital Ltd. are intended exclusively for professional market participants as defined by applicable laws and regulations. This typically includes institutional investors, qualified investors, and high-net-worth individuals who have sufficient knowledge, experience, resources, and independence to assess the risks of trading on their own.

No Investment Advice:

The information, analyses, and market data provided are for general information purposes only and do not constitute individual investment advice. They should not be construed as a basis for investment decisions and do not take into account the specific investment objectives, financial situation, or individual needs of any recipient.

High Risks:

Trading in financial instruments is associated with significant risks and may result in the complete loss of the invested capital. Goldalea Capital Ltd. accepts no liability for losses incurred as a result of the use of the information provided or the execution of transactions.

Sole Responsibility:

The decision to invest or not to invest is solely the responsibility of the investor. Investors should obtain comprehensive information about the risks involved before making any investment decision and, if necessary, seek independent advice.

No Guarantees:

Goldalea Capital Ltd. makes no warranties or representations as to the accuracy, completeness, or timeliness of the information provided. Markets are subject to constant change, and past performance is not a reliable indicator of future results.

Regional Restrictions:

The services offered by Goldalea Capital Ltd. may not be available to all persons or in all countries. It is the responsibility of the investor to ensure that they are authorized to use the services offered.

Please note: This disclaimer is for general information purposes only and does not replace individual legal or tax advice.