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FUNDRAISING NEWS | April 24, 2024

Advisor Trio Launches New Firm via LPL Financial

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LPL Financial has recruited a team of financial advisors from PNC Investments. The advisors, Chris Mukoda, Brad Travis Jr., and David Crouse, have opened their own independent practice, Sussex Wealth Partners, based in Lewes, Delaware. As part of their move, they will also align with Momentum Wealth Partners, an existing LPL firm. The team previously managed approximately $415 million in assets at PNC. 

Chris Mukoda, who began his career in the financial services industry in 1993, had been with PNC since 2004. Throughout his career, Chris has made significant contributions to well-known financial firms, including Dean Witter, Charles Schwab, TD Waterhouse prior to joining PNC. Chris is also a huge Philadelphia sports fan. 

David Crouse also started with PNC in 2004 but began his career in the industry even earlier, in 1989. Bringing over three decades of industry experience, David is adept at foreseeing market shifts, mitigating risks, and seizing opportunities, empowering clients to embrace retirement with assurance. Outside of work, Crouse indulges in outdoor activities such as skiing, hiking and yard work. Brad Travis began his career in 2006 with JPMorgan before moving to PNC later the same year. For 15 of those years, Brad has been directly advising clients on their financial planning and investment needs.  Outside of work, Brad likes to give back to his community through service on the Beebe Medical Foundation Board of Directors and on the alumni advisory council to his college fraternity. Brad is also a CFP in Sussex County, Delaware. 

To view the press release, click here. New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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