LPL Financial Welcomes Chloey Wealth, Advised by Jenna Vitosh and Natalia Paige.

Jenna Vitosh and Natalia Paige have launched Chloey Wealth with LPL Financial, serving approximately $140 million in assets. The team, based in Lincoln, Neb., has 20 years of experience and takes a holistic approach to financial planning. Vitosh joins from Edward Jones, while Paige comes from New York Life. The all-female team focuses on helping clients achieve their financial goals.

Jenna Vitosh and Natalia Paige, both experienced financial advisors, have launched Chloey Wealth, a new wealth management firm under the LPL Financial platform. The duo, with a combined 20 years of experience, brings approximately $140 million in assets to the platform [1]. Based in Lincoln, Nebraska, the all-female team specializes in serving young families and pre-retirees, focusing on the psychological aspects of money management.

Vitosh, who joins from Edward Jones, and Paige, who comes from New York Life, met at a networking event five years ago and have since built a strong friendship. Their shared passion for financial planning led them to launch Chloey Wealth. The team takes a holistic approach to financial planning, addressing all aspects of clients' financial lives, not just one specific area.

The decision to join LPL Financial was driven by the platform's autonomy, branding flexibility, and robust resources. Vitosh noted, "We felt very called by the autonomy offered by LPL. We realized just how independent we could be, how we could brand ourselves and bring our distinct expertise to our clients while having the confidence and resources of a big name behind us."

LPL Financial, known for its support of over 29,000 financial advisors and its custody of approximately $1.9 trillion in assets, is well-positioned to support the growth of Chloey Wealth. Scott Posner, Managing Director of Business Development at LPL, welcomed the new team, stating, "We look forward to supporting the Chloey Wealth team for years to come."

Chloey Wealth's focus on understanding clients' financial backgrounds and overcoming past issues to facilitate comfortable financial planning discussions sets it apart. The team's approach is particularly beneficial for young families and pre-retirees, who often face unique financial challenges.

References:
[1] https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-women-led-chloey-ps37h1oys7bu.html