VIENNA — A Vienna financial team is going independent.

Financial advisors Marc DeCicco and Tad M. Wilson have launched their independent practice, North Bend Wealth Management, through affiliation with LPL Strategic Wealth Services, according to a press release from LPL.

The two reported having served approximately $225 million in advisory, brokerage and retirement plan assets. They join from Wells Fargo Advisors.

With a combined 60 years of experience in financial services, DeCicco and Wilson are longtime business partners who have dedicated their careers to helping individuals and small business owners plan for retirement and work toward their financial aspirations, according to the press release.

“We’re a two-man shop in a small market,” Wilson said. “As we grow, we want to maintain our culture and high-touch client interactions.

“Having this level of support from LPL, especially administrative assistant services to help us with paperwork, is exactly what we are looking for.”

Based in Vienna, the financial advisors have seen major shifts in the market over the years, providing them with the experience and insight that enables them to take a holistic approach as they help clients structure customized portfolios to address specific financial goals, the press release stated. Both are committed to building personal, long-term client relationships, it added.

Their client-first mindset led them to launch a new independent practice that they believe will allow them to provide broader investment strategies, access enhanced technology and deliver a differentiated service experience to their clients, according to the release.

“All of our energy, commitment and efforts are focused on our clients and their satisfaction,” DeCicco said. “By leveraging LPL Strategic Wealth Services, we are gaining our independence but we have a support system from LPL to help with daily business operations.”

The two named their business after North Bend State Park, where DeCicco bikes and Wilson rides his horses. The trails run along a historic railroad and river, which is known for its sharp bend and fork that forms three sides of the park boundary.

“North Bend represents both the straight path and the change of course,” DeCicco said. “That symbolism, right here in our own backyard, really resonated with us.

“For our entire career, we have had a passion for doing the right thing and helping our clients when they hit that fork in the road.”

The advisors are highly involved in their community and believe in the importance of giving back. DeCicco and Wilson are both active with United Way of the Mid-Ohio Valley and Wood County Society, a nonprofit organization that helps young adults with disabilities. Wilson served on the local school board for 10 years and was Board President of the Consumer Credit Counseling Board for 20 years. DeCicco is a past board member of several local organizations.

The advisors will leverage LPL’s broker-dealer, corporate RIA and custodial platforms, and through their affiliation with LPL Strategic Wealth Services, they will receive ongoing, personalized support from LPL professionals for day-to-day operations as well as long-term business management.

“We welcome Marc and Tad to the LPL family and are honored they turned to us as they take this next step in their careers,” said Rich Steinmeier, LPL Financial managing director and divisional president, Business Development. “Their decision to launch a new independent practice was not made lightly, and we are proud to support Marc and Tad’s choice as they build a business that suits their unique needs.

“Successful advisors want the freedom to choose the products that best meet their clients’ needs and the autonomy to shape and enhance the client relationships. LPL Strategic Wealth Service is dedicated to helping advisors cross the bridge to independence by offering personalized support each step of the way — from planning through the transition to ongoing business support. At every stage of an advisor’s business lifecycle, advisors benefit from LPL’s investment in innovative technology and differentiated service. We look forward to a long-lasting partnership with North Bend Wealth Management.”

North Bend Wealth Management is located at 417 Grand Park Drive, Suite 102, Vienna, W.Va. 26105. The office can be reached at (681) 588-5147.


Today’s breaking news and more in your inbox







Source link

LEAVE A REPLY

Please enter your comment!
Please enter your name here