FUNDRAISING NEWS | July 08, 2024
LPL Financial has welcomed Dan Countiss and Olivia Countiss to its platforms to establish Countiss Wealth Management. They bring approximately $200 million in assets from Edward Jones. The new practice is based in Flowood, Mississippi.
Dan Countiss, a U.S. Army veteran, transitioned to financial advising after selling a successful business. Olivia Countiss developed an early interest in investing and financial planning, starting in the industry during college. Olivia worked in her former firm's home office before launching her own practice in 2019. Together, Dan and Olivia have nearly 25 years of combined experience. By becoming independent, they aim to provide more comprehensive care for their clients. They are supported by Investment Analyst Chandler Duke and Client Services Associate Christy Walker. This move allows the father-daughter team to collaborate more closely and enhance their client services.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
