FUNDRAISING NEWS | June 14, 2024
Financial advisor duo, Stephen Shevlin and Jonathan Joelner, have joined LPL Financial to launch 1818 Wealth Management. The team, previously with Stifel, Nicolaus, and Co., manages approximately $300 million in assets.
Based in Swansea, Illinois, Shevlin and Joelner have a combined 50 years of industry experience and have worked together for nearly a decade. They serve a diverse client base across 30 states with a people-first approach. Their new brand, 1818 Wealth Management, reflects their pride in Illinois, the 21st state. Shevlin and Joelner emphasize open communication and client education in their financial planning process, involving clients in every step, even during difficult discussions. Their approach aims to set them apart in the industry.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
