LPL Financial LLC announced today that financial advisors Ed Winegar and Gregory Berg, CPWA ®, CPFA ®, CRPC TM, CKA, have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Winegar Berg Wealth Management Powered by LPL Financial. They reported having served approximately $205 million in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch.
Located in Houston, Texas, Winegar and Berg collectively have more than five decades of experience, growing their business initially with seminars and trade shows and later through referrals. They began working together in 2000 and merged their individual practices in 2003, recognizing the team approach enabled them to tap into each other’s strengths and intellectual capital. Together, the seasoned advisors offer clients a personalized approach to financial planning designed to address their specific circumstances and aspirations.
“We take the time to listen to our clients,” Berg said, noting their client base is primarily a mix of high-net-worth families, business owners, attorneys, engineers and medical professionals. “It’s important to understand their full financial picture – where they are and where they desire to be – in order to create comprehensive plans designed to help them realize their fiscal goals.”
Looking for more autonomy, as well as the desire to enhance experiences for their clients, Winegar and Berg turned to Linsco by LPL Financial.
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