A pair of veteran planners with a combined $800 million in client assets under management has joined West Hartford, Conn.-based Northstar Wealth Partners, the biggest LPL Financial-affiliated firm, thanks to matchmaking by the independent broker-dealer.
They wanted to plug in to a local LPL branch, Bill Morrissey, LPLs executive vice president of business development, said in an interview. They also were looking for a sense of community and a strong local culture, both of which Northstar provided them. Independent planners Theresa Donatelli and Romaine Macomb moved to Northstars Old Saybrook, Conn., office in August, bringing with them advisory, brokerage and retirement plan assets, according to Northstar founding partner Robert Laraia. The firm has six offices statewide.
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