LPL Financial has added McCutchen Wesson Wealth Advisors, a Marion, Arkansas-based advisory team serving approximately $190 million in advisory, brokerage and retirement plan assets. The practice is led by financial advisors Paul McCutchen and Jarod Wesson, AAMS, and joins LPL Financial from Edward Jones.
McCutchen and Wesson have more than 30 years of combined industry experience and serve clients throughout the Mid-South.
Their client base includes business owners, professionals, retirees and multigenerational families.
The team also works extensively with farmers and agriculture-related businesses, reflecting its roots in the communities surrounding Marion, which is located near Memphis, Tennessee.
McCutchen Wesson Wealth Advisors emphasizes a personalized approach built around simplifying financial decisions and helping clients understand the strategies available to them.
McCutchen and Wesson each maintain their own client relationships while working from the same office and collaborating on opportunities, planning considerations and challenges that arise across their respective practices.
The advisors selected LPL for its broader investment platform, planning...
Source: https://pulse2.com/lpl-adds-190-million-firm-mccutchen-wesson-wealth-advisors/
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