Loy Hibbs and Joseph Gesullo have teamed up to leverage over 20 years of combined industry knowledge, offering their clients a comprehensive wealth management experience. They have added Chloe Welch to their team as their Administrative Assistant to help ensure all of their clients receive the level of service and attention they deserve.
So, how does the team at Alliance Wealth Management fit in with LPL Financial?
LPL Financial is an integral part of who we are and where we are going. The LPL Financial of today is far different from the LPL Financial of the past. It is an absolute pleasure to continue to utilize LPL Financial as our broker dealer, a firm that understands the changing landscape of our industry and also balances that with a proud past of helping clients pursue financial freedom.
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.
Even though we are marketing ourselves as Alliance Wealth Management, we are still offering products and services through our broker dealer, LPL Financial to help you pursue your goals.
At Alliance Wealth Management, our goal is to build long-term client relationships with customer service, value and trust at its core. We know that every individual has exclusive needs and with quality and consistency we strive to exceed those expectations. Our strategic approach to investing and planning utilizes our professional team synergy, years of experience and our comprehensive strategic resource network. We are strongly committed to serving as an active participant in our community through volunteering, organizing and fundraising for local charitable organizations.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
Managing Partner/LPL Financial Advisor
Loy Hibbs IV has been a Financial Advisor at Waddell & Reed since May 2011 and is also a Chartered Retirement Planning Counselor. He became a Financial Advisor to help people avoid the kind of financial advice his parents received when...
Partner/LPL Financial Advisor
Joe Gesullo has been a financial advisor with the same company for 14 years, . In that time he has established himself as an advisor that works with individuals, small businesses and implementing retirement plans...