Sheehan Wealth Partners Joins LPL Strategic Wealth Services

Financial Advisors


CHARLOTTE, NC, April 20, 2023 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that financial advisors James Sheehan CFP®, CPWA®, and Shawn Tighe CFP® have joined LPL Financial’s broker-dealer, RIA, and custodial platform. announced that it had joined the They will be his 30th team to join LPL Strategic Wealth Services. LPL Strategic Wealth Services is the company’s modern, supported and independent solution that enables advisors to grow their businesses according to their vision. Advisory reportedly provided approximately $450 million in advisory and brokerage assets*, from Raymond James he joined the LPL.

Sheehan is a veteran with over 25 years of experience in the financial services industry. He is also a decorated United States Marine Corps veteran, holding the rank of major since 1993. His passion for both careers is fueled by the joy he derives from helping people. Known for his consistency and attention to detail, Sheehan has extensive experience in retirement income planning, real estate and philanthropic planning, tax planning, education planning, wealth management, and liability management.

Tighe entered the industry in 2013 and has extensive knowledge of market conditions. His focus is helping clients with personalized investment management, retirement planning and intergenerational wealth transfers. He also has experience dealing with business owners, and he has a unique perspective that has seen his family’s business from an early age.

“Sean and I combine our intellectual capital and work well together,” Sheehan said. “We share conservative investment values ​​and a background in financial planning, as well as a commitment to service. Our mission is to help our clients achieve greater financial stability and confidence. to make a meaningful difference in the lives of our customers.”

The advisors specialize in serving the financial needs of corporate executives and energy industry professionals, with the majority of their clients at ExxonMobil. They are guided by six core principles: trust, integrity, stability, stewardship, service, and communication.

Sheehan Wealth Partners chose to move to an LPL to strengthen its operations, improve its service experience and become more of a family office.

“After considering all the options available, we came to the conclusion that partnering with LPL Financial would best serve the needs of our client and company.” We want to serve you, and we believe LPL will help us grow our team, provide more experience, and enhance the way we do business.In addition to LPL’s integrated technology and open architecture, We also appreciate access to better planning tools and client reports.”

Transition to LPL Strategic Wealth Services

While it was important for Sheehan and Tighe to be independent, they also wanted the help of a dedicated support team. That’s why they chose his LPL Strategic Wealth Services. It is designed for advisors who want to own their business, control their client experience, and limit operational and business management distractions.

Advisors using Strategic Wealth have access to LPL’s integrated wealth management platform, with an added layer of ongoing strategic support for day-to-day operations and long-term business management. They benefit from a truly integrated offering that includes simplified pricing, technology and dedicated support to get you started in your LPL practice. Then, after the transition is complete, the Strategic Wealth team receives ongoing operational support managed by a team of experienced professionals, including business strategists, marketing partners, CFOs, and administrative assistants. Advisors have her single point of contact and dedicated resources, ultimately allowing them to focus on evolving client needs, culture and operations.

Sheehan Wealth Partners will also leverage the LPL Private Client Services Network. This gives advisors access to vetted, reputable firms to offer personalized, full-service options to their clients. Sheehan utilizes the network’s tax services for its ultra-high net worth clients.

Outside of work, both advisors are committed to giving back to their communities. Sheehan contributes to an organization called Folds of Honor, volunteers with Meals on Wheels, and is an active member of Seacoast Church in Mount, South Carolina. Tighe is still an active member of St. Thérèse Catholic Church.

Scott Posner, LPL’s executive vice president of business development, said: Our goal at LPL is to be a key partner to advisors by helping them see where they are in the evolution of their practice. We are committed to investing in innovative capabilities and resources to help businesses succeed both operationally and strategically. We look forward to a long and successful relationship with Sheehan Wealth Partners. ”

Related

Advisors, find an LPL business development representative near you.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that firms should work for their advisors, not the other way around. Today, LPL is the leader in the markets we serve**. We support over 21,000 financial advisors including advisors. It is offered by approximately 1,100 companies and approximately 500 Registered Investment Advisers (“RIAs”) nationwide. We are steadfast in our commitment to an advisor-centric model and the belief that Americans have the right to access individualized guidance from their financial advisors. It means you have the freedom to choose your models, services and technical resources to help you execute your perfect practice. And because they know their customers best, they are free to manage their relationship with them. Simply put, we take care of our advisors so they can take care of our clients.

*Estimated based on asset and holding details provided to LPL from end-2022.

**Top RIA Custodian (Cerulli Associates, 2020 US RIA Marketplace Report); #1 Independent Broker-Dealer in the US (Based on Total Revenue, Financial Planning Magazine 1996-2022). #1 for his AUM growth from financial institutions among third-party providers of intermediation services for banks and credit unions. No. 1 AUM share for financial institutions. No. 1 financial institution revenue share. Financial institution share No. 1. Advisor share No. 1. (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.

LPL Financial and its affiliates provide financial services only from the United States.

Securities and advisory services provided through LPL Financial LLC, an SEC registered broker-dealer and investment advisor. Member FINRA/SIPC. Sheehan Wealth Partners and his LPL Financial are separate companies.

Throughout this communication, the terms “Financial Advisor” and “Advisor” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC.

We regularly disclose important information to our shareholders in the “Investor Relations” or “Press Releases” sections of our website.

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