Wichita-Based Trio With $900M in Assets Join LPL From Raymond James
Financial advisers Shane J. Prill, CFP, Vance E. Garwood, CFP, and Grant Garwood, CFP, have joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms. They reported serving approximately $900 million in advisory, brokerage, and retirement plan assets, and join LPL from Raymond James.
Based in Wichita, Kan., Prill began his investment career in 1986 after gaining valuable experience as a tax practitioner and community banker. Brothers Vance and Grant Garwood, who grew up on a cattle ranch in Nebraska, joined Prill’s team in 2008 and 2019, respectively, after building their business at previous financial advisory firms. They are joined by four office support members: Janna McConnaughhay, Deb Kelly, Luke Prill, and Taylor Phillips.
“I founded this firm with a mission of treating clients like I would want to be treated,” Prill said. “We invest our clients’ money carefully and intelligently, working with each individual to create truly personalized, comprehensive wealth strategies that run the gamut from basic needs to complex goals. All our recommendations and decisions on behalf of clients are based solely in their best interests.”
The trio said they turned to LPL looking for a firm that would help them provide a higher level of value to their clients through more robust investment management and financial planning solutions. With the move to LPL, the team is rebranding from S.J. Prill Financial & Investment Planning Inc., to Prill | Garwood Financial Advisors.
“Our business has grown substantially over the years, and we believe that affiliating with LPL best positions us to continue providing the high level of service clients have come to expect,” Prill said. “LPL also allows our office to increase efficiencies by taking advantage of new innovative technology capabilities and strategic business resources. By utilizing these tools, we can better steward our time and invest in the relationships with our clients.”
Last fall, LPL Financial added another ex-Raymond James team to its roster. The Noble Group reported serving $2.1 billion in advisory, brokerage, and retirement plan assets and joined LPL’s broker-dealer, RIA, and custodial platforms.
LPL Financial Holdings Inc. serves nearly 29,000 financial advisers nationwide. Headquartered in San Diego, its total advisory and brokerage assets totaled $1.7 trillion as of Dec. 31, 2024.
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