FUNDRAISING NEWS | April 25, 2024
LPL Financial has welcomed back financial advisor Justin Souma. Managing around $190 million in assets, Souma has rejoined LPL Financial after a stint at Benjamin F. Edwards & Co. Upon his return, he launched Hickory Ridge Wealth Advisors, an independent financial advisory firm based in Highlands, N.C.
Hickory Ridge Wealth Advisors provides extensive investment planning and wealth management services tailored to individuals, multigenerational families, non-profits, and corporations. In this venture, Souma is assisted by Client Services Associate Barbara Fish. His career began in 2004 with A.G. Edwards & Sons in Charlotte, NC. Beyond his professional role, Souma is deeply involved in his community, having served on the boards of several non-profit organizations.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
