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LPL has welcomed a sibling trio team from Merrill Lynch. Through the transition the advisors have launched new independent practice, Grafton Wealth Advisors, formerly known as Grafton Wealth Management at Merrill Lynch.
The Florida-based team, managing approximately $580 million in assets, was originally established in 1972 by William Grafton III. Grafton III will continue his involvement as a managing partner and executive consultant, while his children, Sarah, William Grafton IV, and Dexter, will step into roles as managing partners and wealth advisors.
The team emphasizes a client-centered approach, focusing on proactive strategies and personalized service to navigate market changes. William Grafton III joined Merrill Lynch in 2007, with a professional background at various other brokerage firms, including Wachovia and Prudential. His children joined the business after their graduations, with Sarah starting in 2007, William IV in 2008, and Dexter in 2013. William and Dexter also hold CFP, CEPA, CPFA and CFA designations, respectively.
To view the press release, click here. 
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
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