LPL Financial Welcomes Chloey Wealth, an All-Female Financial Planning Team

LPL Financial welcomes advisors Jenna Vitosh and Natalia Paige, who have joined forces to launch Chloey Wealth with LPL's broker-dealer and RIA platform. The team has 20 years of experience and serves approximately $140 million in advisory, brokerage, and retirement plan assets. They offer a holistic approach to financial planning and focus on building trust with clients. They chose LPL for its autonomy, flexibility, and resources to help grow their practice.

LPL Financial (NASDAQ:LPLA) has announced the addition of advisors Jenna Vitosh and Natalia Paige to its platform, marking the launch of Chloey Wealth. The new team, based in Lincoln, Nebraska, brings approximately $140 million in assets to LPL’s platform [1].

Vitosh and Paige, both experienced financial advisors, have joined LPL from Edward Jones and New York Life respectively. Together, they possess 20 years of experience and specialize in serving young families and pre-retirees. They chose LPL for its autonomy, flexibility, and robust resources, joining a platform that services approximately $1.9 trillion in assets and supports over 29,000 financial advisors [1].

Chloey Wealth takes a holistic approach to financial planning, focusing on the psychological aspects of money management. The team aims to build trust with clients by understanding their financial backgrounds and addressing past issues to facilitate comfortable discussions about financial planning. They offer comprehensive financial planning services tailored to the unique needs of their clients [1].

“We focus on the psychological aspects of money and why people may hesitate to discuss financial matters,” said Natalia Paige. “It starts with building trust and sharing this type of personal information with confidence. Our goal is to understand our clients’ financial background and overcome past issues, enabling comfortable discussions about financial planning. We address all areas of financial planning, not just one specific area” [1].

The duo’s decision to join LPL was driven by the platform’s autonomy and the opportunity to brand themselves independently while leveraging LPL’s resources and support. “We felt very called by the autonomy offered by LPL,” said Jenna Vitosh. “We realized just how independent we really could be, how we could brand ourselves and be able to bring our distinct expertise to our clients while having the confidence and resources of a big name behind us” [1].

Scott Posner, Managing Director, Business Development at LPL, welcomed the new team and expressed excitement about supporting their growth. “We welcome Jenna and Natalia to LPL. With more ways than ever to be an entrepreneur, financial advisors who choose LPL can work more effectively, run thriving practices and build and grow their practice according to their vision. We look forward to supporting the Chloey Wealth team for years to come” [1].

LPL Financial, a leader in the financial advisor-mediated marketplace, supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring flexibility for advisors and institutions [1].

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