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FUNDRAISING NEWS | April 29, 2024

Strategic Wealth Partners Joins LPL Financial

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LPL Financial has added Strategic Wealth Partners, who was previously affiliated with Lincoln Financial. The team from Strategic Wealth Partners, which manages around $860 million in assets, is based in Dallas with an additional office in Minden, Louisiana.

Ryan Rayburn, the owner of Strategic Wealth Partners, has 25 years of experience in financial planning. Throughout his career, Rayburn has held various leadership roles and has been actively involved in recruitment and mentorship before deciding to focus more directly on working with individuals and multi-generational families. Ryan and the SWP team are passionate about giving back to local Dallas charities and strengthening the community by regularly supporting HopeKids and Jonathan’s Place.

He is supported by R.E. “Mike” Woodard III, also a CFP, and a six-member office staff. Woodard has provided wealth management and financial planning solutions for more than 47 years, beginning his career with Lincoln Financial Group. Woodard is also passionate about giving back to the community.  He focuses his time to numerous local non-profit and charitable organizations, namely The Minden Foundation, Minden St. Jude, and Project Reclaim. Together, they offer personalized financial planning and investment analysis services.

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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