WS&M’s David Dahan, Kevin Yurko, and Melisa D.B. Mersini Recognized as Top Financial Advisors by LPL Financial
Stroudsburg, PA – February 13, 2015 – David Dahan, Kevin Yurko, and Melisa D.B. Mersini, each independent LPL Financial advisors at Wealth Strategies & Management LLC (WS&M) in Stroudsburg, PA, today announced that they were each recognized as a top financial advisor. David and Kevin were named to LPL’s Director’s Club and Melisa was named to LPL’s Freedom Club. This distinction is based on where the advisor’s annual production ranks among the firm’s approximately 14,000 registered nationwide advisors.
“We congratulate David, Kevin, and Melisa on this achievement, which exemplifies innovative leadership in our industry and excellence in delivering objective financial advice and strategies,” said William Morrissey, managing director, LPL Independent Advisor Services. “Director’s Club and Freedom Club advisors serve as trusted counselors to their clients and their communities, and are among the premier financial advisors in our industry.”
David, Kevin, and Melisa are affiliated with LPL and provide access to independent financial planning services, investment advice and asset management services to clients in the Northeast Pennsylvania region.
About Wealth Strategies & Management LLC
Wealth Strategies & Management LLC (WS&M) offers a comprehensive suite of financial services to their clients geared toward providing a complete picture as to either their individual or business financial health. WS&M services include financial planning, cash flow analysis, estate planning, retirement, and business services, among others. WS&M’s business philosophy centers on organizing, analyzing, managing and distributing client assets in an understandable and accessible manner consistent with specific client objectives and financial goals. Currently WS&M services a broad range of clientele across 23 states including pre-retirees, retirees, professionals, and business owners.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq:LPLA), is a leader in the financial advice market and serves $465 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,900 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (*based on total revenues, Financial Planning magazine, June 1996-2014), is one of the fastest growing RIA custodians with $84 billion in retail assets served, as of September 30, 2014, and acts as an independent consultant to more than 40,000 retirement plans with approximately $110 billion in retirement plan assets served. In addition, LPL Financial supports approximately 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have 3,397 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.