WILLISTON, VT, OCTOBER 3, 2024 – Professional Financial Associates, LLC (PFA), a Vermont wealth management firm, is pleased to announce that Kylie Richards has been elevated to the position of co-owner and partner. This strategic move, which became official this summer, marks an exciting new chapter in PFA’s growth and development.
Richards joins Timothy Monty, who has successfully led PFA for more than a decade, in steering PFA toward greater success and innovation. The firm joined LPL Financial at the beginning of 2024 and opened a brand new office in Williston in June.
"We are thrilled to welcome Kylie as a co-owner and partner," said Tim Monty. "She is a true rock star. Her expertise, dedication, and fresh vision have been invaluable to PFA, and I look forward to working alongside her to lead our company into the future."
Richards expressed her enthusiasm for her new role as well, stating, "I'm honored to take on this new responsibility at PFA. I'm excited to work with Tim and our talented team to build upon our strong foundation and explore new opportunities for growth."
PFA has been serving clients for more than 20 years, providing financial planning, investment management, retirement planning, estate planning coordination and insurance services to individuals and small business owners.
###
About Professional Financial Associates, LLC
PFA is a comprehensive investment services firm, providing individual and business clients with a broad range of services and products specifically designed with a goal to help meet their financial needs. For more than a decade, PFA’s experienced advisors and staff have helped clients identify passions and priorities, craft robust financial plans and live their best lives.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve*, serving nearly 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 550 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
Comments