Strong Gaddy Lee Wealth Management Group is moving away from Wells Fargo Advisors to become an independent practice.
“In our continued effort to enhance the services of our team at Strong Gaddy Lee Wealth Management, we made the decision to start a new firm centered around the needs of our clients,” said Shane Gaddy, the firm's Managing Partner-Financial Advisor. “We are certainly not entering into this new chapter alone, and are proud to say we will have the strength and financial backing of two firms, Integrated Financial Group (IFG) and LPL Financial.”
The decision to move from Wells Fargo Advisors came after an extensive mutual selection process between IFG and the Strong Gaddy Lee Wealth Management team, according to a press release from Strong Gaddy Lee. IFG is an Atlanta-based consortium of independent LPL financial advisors which only accepts approximately three percent of all advisors who seek to join their “consortium” each year.
“While we are personally excited about this change, it is what this change means to our clients that drove our decision,” continued Kelly Lee, Managing Partner-Financial Advisor. “We believe this move will remove barriers and provide more direct access to our team members and their expertise while enhancing the resources and technology we can utilize on our clients’ behalf.”
A key component of the transition is the change of broker/dealer to LPL Financial. Ranked as the largest independent broker/dealer in the country – as reported by Financial Planning magazine, June 1996-2016, based on total revenue – LPL brings improved technology and broader services including web technology, reporting and financial planning tools. In addition LPL also provides simple account statements that are easy to understand and access and “esign” technology to make signing paperwork remotely much easier. Included in this highly advanced technology is enhanced security.
“This move allows us to improve upon our current methods without sacrificing anything our clients have come to enjoy in working with us,” concluded Charlie Strong, Founding Partner-Financial Advisor. “Plus, it brings online the ‘brain power’ of IFG’s consortium of more than 85 independent advisors. We feel confident this is a sound move and look forward to using these new resources to help put together the pieces of our clients’ financial lives to pursue their dreams.”
To learn more about Strong Gaddy Lee Wealth Management, call 770-534-0727 or visit the new website at stronggaddylee.com. The firm is now located at 301 Green Street, Suite 100D in Gainesville.
Securities offered through LPL Financial, Member FINRA/SIPC, Advisory Services offered through IFG Advisory, LLC, an registered investment advisor. Integrated Financial Group, Strong Gaddy Lee Wealth Management and IFG Advisory LLC are separate entities form LPL Financial.
