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FUNDRAISING NEWS | April 23, 2024

Clayton Ortloff Launches Heritage Private Wealth with LPL Financial

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Clayton Ortloff, a former Merrill Lynch advisor, has launched Heritage Private Wealth, an independent firm, in collaboration with LPL Financial. Based in his hometown of Midland, Texas, Ortloff is deeply connected to the community, offering insights into the local financial landscape. Since beginning his career in financial services in 2007 with Merrill Lynch, he has accumulated a significant clientele, managing around $800 million in assets, primarily for high-net-worth, multigenerational families in the oil and gas industry.

Ortloff offers a range of wealth management services, including diversification strategies, management of concentrated stock positions, legacy planning, and charitable giving. Beyond his professional life, he is committed to his community, actively participating in charity work and local volunteer efforts. His team at Heritage Private Wealth includes Director of Client Relations Gloria Folsom, and Wealth Manager Assistants Allison Gordon and Rachael Sawyer.

To view the press release, click here. 

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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