LPL Financial, Synergy Wealth Alliance Welcome Two New Financial Advisors – QNT Press Release


CHARLOTTE, NC , Feb. 15, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (NASDAQ:LPLA) announced today that financial advisors Guy Blakey, CFP® and Karl Willard, CFP® have joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, aligned with Synergy Wealth Alliancean existing LPL firm. The advisors reported to LPL that they served approximately $320 million in advisory, brokerage and retirement plan assets,* and they join from Securities America, part of the Advisor Group network of broker-dealers.

Blakey and Willard met in 1986 working for the same employer. Within about a year, the pair – equally passionate about their work – left to found First Financial Counselors, where they spent years advising their shared clients collaboratively. With a focus on holistic financial advice and wealth management services, the close-knit team, based in Altamonte Springs, Fla., aims to provide comprehensive and personalized financial advice for their clients, many of whom have been with them for decades. They are joined by Connie Memory, their office manager of over 30 years, and Emily Rosenbaum, their administrative coordinator.

“A good number of our clients have been with us since we first opened our doors over three decades ago,” said Blakey. Willard added, “They’ve grown right along with us, and Guy and I want to, above all else, be a catch-all resource for them as they move throughout the different stages of their lives.”

The advisors chose to align with LPL and Synergy to establish a business continuity plan to help better serve their clients now and …

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