CHARLOTTE, North Carolina, Sept. 28, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that Financial Advisor Marianela “Nela” Silva CFP®, has joined LPL Financial’s brokerage, RIA and custodian platforms. She said she has served approximately $120 million in advisory, brokerage and pension assets*, and joined LPL from Wells Fargo Advisors.
“I’ve been an entrepreneur all my life, so this move into independence feels right to me,” said Silva, who named her independent firm Marigold Financial Partners. “I have a vision for my business and I want to make a difference in this industry.”
Based in Orange, CA, Silva has over 15 years of industry experience and prides herself on her ability to build strong relationships with her clients. She takes a holistic, tax-based approach to helping her clients preserve and build generational wealth, working in partnership with lawyers and CPAs to provide added value and resources.
Silva, who is half Chilean and half Ecuadorian, immigrated to the United States with her family when she was 2 years old. Growing up, she saw firsthand the gap in investment education, which led her to develop an educational approach to help clients understand the fundamentals of the investment process in order to create a pathway to financial well-being.
Fluent in Spanish, Silva has a wide reach in the Hispanic community, with most of his clients being families and small business owners preparing for retirement. Silva is heavily involved in community outreach, devoting time to advocating for families with children with special needs and helping parents understand the administration of special needs trusts. She is Secretary of the CHOC Children’s Foundation Latino Advisory Board and also sits on the Board of Trustees of Delhi Center in Santa Ana and Rancho Santiago Community College District.
Looking to expand her office and tap into additional services and resources, Silva turned to LPL Financial for the next chapter of her business.
“I was starting to feel limited in what I could do to help families, and I wanted to improve my service model and have more opportunities,” Silva said. “LPL allows me to focus more on my customers’ needs and create differentiated experiences for them.”
LPL’s advisor-first culture and commitment to diversity and inclusion has also been a huge draw. The company has created business communities at LPL for various groups to meet regularly and interact online to discuss topics of interest and deepen their community connection. Additionally, LPL continues to expand its catalog of offerings with tools, services and resources designed to help strengthen the connection Advisors have with their diverse customer base. Prior to Silva’s move, LPL converted many of its marketing materials into Spanish.
Scott Posner, LPL’s Executive Vice President, Business Development, added, “We welcome Nela to the LPL community and congratulate her on her move to independence. We are proud that she has chosen to partner with LPL as she works to create an ideal practice on her own terms so she can continue to help her clients develop comprehensive wealth management strategies. . At LPL, we are committed to supporting Advisors with industry-leading capabilities and resources to help them differentiate their business and meet the diverse needs of their clients. We look forward to a lasting relationship with Nela and her team.
Advisors, find a LPL business development manager near you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the business should work for the advisor, not the other way around. Today, LPL is a leader in the markets we serve,** supporting nearly 21,000 financial advisors, and approximately 1,100 institutional investment programs and 500 independent RIA firms nationwide. We are unwavering in our commitment to the advisor-centric model and the belief that Americans deserve access to personalized advice from a financial advisor. At LPL, independence means advisors have the freedom they deserve to choose the business model, services and technology resources that allow them to run their practice perfectly. And they have the freedom to manage their relationships with their customers because they know their customers best. Simply put, we take care of our advisors, so they can take care of their clients.
*Approximate value based on details of assets and holdings provided to LPL from year-end 2021.
** Best RIA Custodian (Cerulli Associates, 2020 US RIA Marketplace Report); #1 independent brokerage in the United States (based on total revenue, Financial Planning magazine 1996-2022); among third-party providers of brokerage services to banks and credit unions, #1 in growth of financial institutions’ assets under management; No. 1 in financial institution AUM market share; #1 in financial institution revenue market share; #1 in Financial Institutions Market Share; No. 1 on the share of advisors. (Kehrer Bielan Research & Consulting TPM 2021-2022 Annual Report). Fortune 500 in June 2021.
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Securities and advisory services offered by LPL Financial, a registered investment adviser. FINRA/SIPC member. Marigold Financial Partners and LPL Financial are separate entities. LPL Financial and Marigold Financial Partners do not provide legal or tax services.
Throughout this communication, the terms “financial advisers” and “advisors” are used to refer to registered representatives and/or representatives of investment advisers affiliated with LPL Financial LLC.
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