LPL Financial announced that financial advisor Matt Sheffield has launched a new independent practice, Burlwood Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. He reported having served approximately $275 million in advisory, brokerage and retirement plan assets and joins LPL from UBS. After beginning his career in Silicon Valley, followed by a brief stint in medical sales, Sheffield recognized his calling as a financial advisor in 2005. He said it was the perfect job to combine his skillset in critical thinking with his passion for relationship building and making connections.
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