It’s hard to believe it’s been three years since Broadway Wealth Management joined LPL Financial. As we mark this meaningful milestone, we’re filled with gratitude for the trust and confidence you’ve placed in us. Your continued partnership has been the cornerstone of our success, and we’re honored to walk alongside you on your financial journey.
Over the past three years, we’ve embraced change, deepened our capabilities, and refined our approach to better serve your unique goals. This year, we had the privilege of hosting a breakout session at FOCUS, LPL’s annual advisor conference — a moment that underscored our commitment to thought leadership and client advocacy. Sharing our insights with peers from across the country was a proud reflection of the values and vision that drive our work every day.
As we look ahead, our dedication to delivering exceptional financial guidance remains our priority. With a passionate team, access to powerful resources, and a clear understanding of what matters most to you, we’re excited about the opportunities that lie ahead.
Thank you for being part of our story. Your loyalty and support inspire us to keep raising the bar. Here’s to continued growth, shared success, and a future filled with financial empowerment.
Warm regards,
The Broadway Wealth Management Team
(Photographed above David, Brandy, George, Justin, Sylvia, Katelyn, and Ryan)
Sylvia Jorgensen, Justin Hurd, David Earl Spencer, Brandy Ebron, and George Alessandria are Registered Representatives with, and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.