LPL Financial Congratulates Romaine Macomb, CFP®, AIF® and Theresa Donatelli of Northstar Wealth Partners for Recognition in
PLANADVISER’s 2014 Top 100 Retirement Plan Advisers List
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San Diego, CA and Old Saybrook, CT, February 20 2014
LPL Financial LLC, the nation’s largest independent broker-dealer, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), congratulated Romaine Macomb, CFP®, AIF® and Theresa Donatelli in Old Saybrook, CT for being recognized in PLANADVISER’s 2014 Top 100 Retirement Plan Advisers list. PLANADVISER is a leading financial industry publication. The financial advisors of Northstar Wealth Partners are affiliated with LPL Financial.
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According to PLANADVISER, the “Top 100 Advisers” list for 2014 recognizes outstanding individuals, teams and multi-office teams according to a variety of quantitative measures, including the dollar value of qualified plan assets under advisement (AUA) as well as the number of plans under advisement as reported directly by nominees. It also draws attention to those who have at least 20 percent of their practice focused on 401k and 403(b) plans, 457 plans, defined benefit plans (DB), or non-qualified plans.
“We enthusiastically congratulate Romaine and Theresa on this important industry recognition,” said Bill Chetney, President of LPL Retirement Partners, the division within LPL Financial wholly focused on retirement plans. Their commitment to excellence and their demonstrated merit in support of their clients’ retirement plan needs has distinguished them as a leader in our industry. Romaine and Theresa are an outstanding example of the importance of independent financial advisors in helping organizations and their employees to pursue their retirement plan goals. We are proud to serve as an empowering partner to Northstar and support their ongoing success.”
“We are honored to be named by PLANADVISER as one of the nation’s top 100 retirement plan advisor teams,” said Romaine Macomb and Theresa Donatelli. “Northstar is fully committed to helping our clients pursue their financial goals, and a successful retirement plan is a vital component of everyone’s financial health. We look forward to continuing to provide objective, unbiased advice and outstanding service to plan sponsors and their employees. We are grateful to our clients and to LPL Financial for their ongoing support.”
About Northstar Wealth Partners
Northstar Wealth Partners is a full-service, wealth management firm located in West Hartford, Connecticut. They currently employ twenty-five Partners, and five, full-time staff members, all who serve the financial needs of small business owners, senior executives, experienced professional, retirees and successful families. The firm provides retirement, investment, business succession, estate, charitable giving, and financial planning advice, strategies and product solutions to their growing clientele. All advisors are accepting new clients, and complimentary consultations are available by appointment.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2013), an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,500 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports more than 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Northstar Wealth Partners, a Registered Investment advisor and a separate entity from LPL Financial.
