LPL Adds $280M Alabama Firm, Formerly With Raymond James
Shawn Gentle of Gentle Family Wealth Partners has joined LPL Financial’s broker-dealer and registered investment adviser platform. He reported serving approximately $280 million in advisory, brokerage, and retirement plan assets and joins LPL from Raymond James.
Based in Birmingham, Ala., Gentle brings 37 years of experience to his practice. LPL said his longstanding passion for economics and finance developed well before his time at the University of Alabama, where he continued to pursue diverse opportunities to deepen his industry knowledge. He serves clients throughout the Southeast, including retirees, business owners preparing to transfer their companies to the next generation, defense contractors, and entrepreneurs. In addition, Gentle helps clients pursue their legacy and philanthropic goals through various charitable vehicles.
“I take the time to truly get to know my clients, their financial goals, their families, their companies, key employees and even the dynamics between family members. Now, I’m proud to be working with the third and fourth generations, which often happens when the process of estate and succession planning begins and introduces me to the next in line,” said Gentle.
Looking for improved technology and autonomy, Gentle embarked on an extensive due diligence process that led him to LPL. The firm’s resources stood out, according to the adviser, who said he appreciated the value provided by a leading financial organization – as well as experienced succession planning – while still being able to maintain independence and the personalized approach of a boutique firm.
“In today’s environment, where cybersecurity and advanced technology are crucial, it’s essential to partner with a very large, sophisticated financial services company that is deeply invested in these areas. LPL stands out for its robust commitment to technological innovation and its strong focus on cybersecurity,” said Gentle.
Scott Posner, managing director of business development, said: “We welcome Gentle Family Wealth Partners to the LPL community and are honored they turned to us to help elevate their practice. At LPL, we are deeply committed to helping businesses like Shawn’s by investing in robust, integrated technology capabilities to help advisers provide a differentiated client experience and comprehensive practice management solutions to help them execute their long-term vision.”
This is at least the second Southern practice LPL has added this fall. Justin Flowers and Wally Bradley recently joined its employee adviser channel, Linsco by LPL Financial, to launch Flowers-Bradley Wealth Management. Based in the Atlanta metropolitan area, the team reports serving approximately $322 million in advisory, brokerage, and retirement plan assets and were previously with Truist.
“I especially enjoy working with clients who have legacy and philanthropic goals because our team can help them clarify and maximize their impact. The long-term impact in the greater community and even the world can extend many decades beyond the vision of the founding family,” concluded Gentle.
LPL’s total advisory and brokerage assets at the end of August were $2.26 trillion, an increase of $324.1 billion, or 16.7%, compared to the end of July 2025, partially due to the successful closing of its Commonwealth acquisition.
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