Thimble Island Private Wealth Launches With Support From LPL Strategic Wealth Services
SAN DIEGO, May 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Logan Reed, CFP®, CEPA®, CIMA®, CLU®, AIF®, James “Jim” English III, Michael Allegra Jr., CRPC, and Matthew Fleming, CFP®, have launched a new independent practice, Thimble Island Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
- SAN DIEGO, May 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Logan Reed, CFP®, CEPA®, CIMA®, CLU®, AIF®, James “Jim” English III, Michael Allegra Jr., CRPC, and Matthew Fleming, CFP®, have launched a new independent practice, Thimble Island Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
- Based in New Haven, Conn., the quartet of experienced advisors share a commitment to providing personalized, concierge-level service to their clients.
- The 2024 Forbes Best-In-State Wealth Management Team takes a collective approach to help ensure that each client receives hands-on attention for their unique financial needs.
- We look forward to supporting Thimble Island Private Wealth for years to come.”