FUNDRAISING NEWS | April 03, 2024
A trio of Wells Fargo advisors, Erick Simonds, Eugene Sninski II, and Lisa Sninski, have joined LPL Financial, bringing with them $250 million in managed assets.
The team is set to operate under the name Windward Wealth Advisors in Brick, New Jersey.They chose the name Windward Wealth Advisors as a nautical tribute, symbolizing the skill and adaptability required in both sailing and financial advising.
The team, consisting of Simonds and the Sninski siblings, has a long-standing professional relationship, with Simonds and Eugene Sninski collaborating for 17 years before Lisa Sninski joined them three years ago. Simonds holds a CRPC designation. The move is part of a trend of advisors transitioning from Wells Fargo to LPL Financial.
To view the press release, click here. 
John Washington is the Data Research Analyst at Dakota.
