The trio of Sarah, William and Dexter Grafton will form Grafton Wealth Advisors by joining LPL's independent broker/dealer channel for advisors from wirehouses or full-service firms.
Hobby comes over from Fidelity Investments, where he served as the head of distribution for private wealth management, executive services, workplace planning and advice and stock plan services.
From defining mission to fostering transparency and celebrating success, Sheila Cuffari-Agasi shares how to create a workplace where teamwork thrives and clients rave.
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