Indiana firm is leaving LPL to join Affiliated Advisors, an Osaic super OSJ as its growth partner
NEW YORK, Oct. 9, 2023 /PRNewswire-PRWeb/ -- Founder of Sentinel Wealth Strategies, Lisa Murray is a veteran financial advisor with over 20 years' experience in working with pre-retirees and those already retired with specialized income and legacy planning needs. Located in Batesville, Indiana, Sentinel strives to serve clients through the financial planning process to develop meaningful relationships that span generations.
"As we were seeking a new partner for our next chapter of growth, Affiliated Advisors stood out due to their 'hands on' proactive approach to providing resources and expertise," said Murray, "We love their technology and responsiveness, which makes all the difference in today's more challenging and competitive environment. Additionally, as an advisor living in a rural area, it is fantastic to be part of the vibrant advisor community of Affiliated Advisors for networking, sharing best practices and finding new ways to enhance our business."