2022 Forbes Best-In-State Wealth AdvisorsSubmitted by TLWM Financial on May 5th, 2022
ENZO T. PELLEGRINO, CFP® RECOGNIZED IN FORBES
AS A 2022 BEST-IN-STATE WEALTH ADVISOR
--Named the 24th Advisor in Texas--
San Antonio, TX - April 14th, 2022 - Enzo T. Pellegrino, CFP® of TLWM Financial was recently ranked No. 24 in Texas in Forbes’ 2022 Best-In-State Wealth Advisors list.
According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that includes industry experience, client retention and assets under management. View the full list.
“On behalf of LPL, I’m thrilled to congratulate Enzo for this distinguished industry recognition from Forbes,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “With more than 20 years in the financial service industry, Enzo has become an experienced source of knowledge and support for their clients. As a top advisor in Texas, Enzo is harnessing the value of the independent model to provide a differentiated client experience and most importantly, help make a meaningful impact on the lives of his clients.”
Enzo is based in San Antonio, Texas and provides a full range of financial services, including retirement, financial planning, investment management and more.
Pellegrino is a financial advisor affiliated with LPL Financial, a leading** retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About TLWM Financial
TLWM Financial manages assets for great people whom we are privileged to serve. From the very inception of our company, we wanted words like caring, kindness, understanding, and wisdom to define us.
Our roots—our core principles—of integrity, passion, and knowledge are sustainable and grow deep and strong. Our clients pursue more abundant lives for themselves and their families and more time for what is truly important and meaningful.
After all, that’s how you treat the people you care about. You respect them and help them preserve their financial future.
If you agree with this, then we are already on common ground.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,** supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
LPL Financial, Forbes and TLWM Financial are all separate entities.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through TLWM, a registered investment advisor. TLWM and TLWM Financial are separate entities from LPL Financial.