LPL Financial LLC said today that it has recruited two former Ameriprise advisors from Pennsylvania who previously served about $130 million in assets, including advisory, brokerage and retirement assets.
Matthew Best and Michael Moore with Best Wealth Management in Shippenville, Pa., have joined LPL’s broker-dealer, RIA and custodial platforms.
Best is a 25-year veteran of financial services who previously was an educator, according to a press release. He’d been with Ameriprise since 2015, and before that was with Investment Professionals Inc., according to BrokerCheck. Moore joined Best Wealth Management in 2018 after two decades as a teacher and principal. He also spent some time at Edward Jones as he pivoted into financial services from education.
Joining them at LPL is office assistant Drew Wrhen.
“At Best Wealth Management, we believe that understanding finances should be empowering, not intimidating,” Best said. “This is precisely what we’ve built our foundation on—a seamless blend of advice and personalized attention for each client. We don’t just crunch numbers; we actually take the time to understand the stories behind them.”
“We appreciate that LPL does not offer any proprietary investment products and gives us the flexibility to run our practice how we see fit,” Best said. “With LPL, we also have access to a much wider range of products, tools and resources to help us differentiate ourselves from others in the market. We’ll be able to elevate the service experience for our clients and truly do what’s in their best interest.”
Scott Posner, LPL’s executive vice president of business development, said in a press release, “We welcome Matthew, Michael and Drew to LPL and look forward to supporting the next chapter of their business.”
