Matt Jelnicky, CFP® has joined the LPL Financial broker-dealer platform and will provide fee-based advisory services through Independent Advisor Alliance (IAA), an independent RIA group that serves financial advisors in the Carolinas on LPL’s hybrid RIA platform.
Jelnicky’s firm, founded in 1997, offers full-service financial and tax services to clients who seek objectivity in investment planning, tax planning and tax preparation- and who wish to work with one advisor. Critical to the success of his firm, Jelnicky is focused on the development of steady communication and close working relationships with his clients. He strives to deeply understand their goals and concerns allowing him to offer personal service with experience, knowledge and professionalism. With a master’s degree in taxation, Jelnicky is uniquely positioned to help individuals and companies in comprehensive tax and investment planning.
“Building a relationship with LPL and IAA has been fantastic,” said Jelnicky. “Both provide great resources for idea generation and I am able to choose appropriate investments that I believe benefit my clients greatly.”
Independent Advisor Alliance members are independent-minded entrepreneurs focused on creating successful practices that aim to provide lasting value for themselves, their families and their clients.
Robert Russo, founder and CEO of Independent Advisor Alliance, says, “Our members choose to affiliate with IAA because they do have a choice. They seek a culture focused on their success that not only respects their independence, but also commits fully to support it.” He adds, “We appreciate Matt’s transparency, work ethic and straight-forward approach and share similar philosophies with him in these regards. We are pleased to welcome him to our advisor community and look forward supporting his growing practice.”
About Matt Jelnicky, CFP®
Jelnicky, whose firm is located in Charlotte, NC, is a Certified Financial Planner™ with 25 years of experience in the financial industry. He holds a Master’s Degree in Taxation from Long Island University and was formerly an instructor at a large university teaching tax and accounting classes. He has several years’ experience in a “Big 4” firm as well as several years in a regional firm. Jelnicky’s staff also includes an Executive Assistant, Deborah Sweeney, who is securities licensed and holds a bachelor’s degree in accounting from the University of North Carolina at Charlotte. Since 2000, she has been engaged in the financial services industry in various positions where she has shown her dedication to helping individuals and families accumulate and preserve their wealth.
About Independent Advisor Alliance
Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. Through its hybrid RIA model, IAA provides its affiliated advisors with a broad range of customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2007, today IAA serves more than 50 independent LPL financial advisors throughout the Carolinas, servicing a total of more than $1.5 billion of retail client asset, and seeks to grow as a destination for independent advisors throughout the Southeast. In addition to its founder and CEO Robert Russo, IAA employs a full-time staff of 11. For more information, visit www.independentadvisoralliance.com.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the financial advice market and serves $486 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,100 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2015), is one of the fastest growing RIA custodians with $112 billion in retail assets served, and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $120 billion in retirement plan assets served, as of March 31, 2015. In addition, LPL Financial supports approximately 4,300 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,385 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a Registered Investment Advisor. Independent Advisor Alliance and Matt Jelnicky, CFP® are separate entities from LPL Financial.
Holly Curtis, Relationship Manager