NestWise Names Thomas Lakatos Vice President of Advisor Development

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Lakatos will recruit NestWise advisors and help them build their business

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NestWise, a recently formed indirect subsidiary of LPL Financial Holdings Inc (LPLA), designed to provide personal and affordable financial guidance to Americans in the middle class, today announced that Thomas Lakatos has joined the company as Vice President of Advisor Development. Tom will focus his efforts in Atlanta on recruiting NestWise advisors from a wide range of backgrounds, including new to the industry, career changers and those with some industry experience, and helping them build their business.

Tom brings more than 11 years of experience in financial planning and building teams of successful advisors. Prior to joining NestWise, Tom served as Managing Associate at New England Financial where he was responsible for recruiting, training, and developing financial advisors in their Orlando office. Throughout his career, Tom has developed an expertise managing and expanding successful teams of financial advisors across the country.

“Tom is a fantastic addition to our team,” said Rudy Bethea, Chief Business Development Officer of NestWise. “He brings a breadth of experience and exceptional leadership skills to a position that requires both. We look forward to his contributions as he leads our operations on the ground in Atlanta.”

Tom’s career began at Ameriprise Financial Services, Inc. where he was repeatedly recognized by the company for his leadership and exceptional performance in training and developing teams of advisors. As Field Vice President, Tom grew regional offices in Columbus and Phoenix and built one of Ameriprise’s top three financial advisor districts in the United States.

“This is a wonderful opportunity for me to join an extremely talented team of financial professionals who are all passionate about making a real difference in this vibrant community,” said Tom Lakatos. “I’m looking forward to continuing to build NestWise’s Atlanta operation and provide individuals with high-quality financial advice that will help set their course toward a strong financial future.”

About NestWise
NestWise, a wholly-owned indirect subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), serves a broad based set of financial needs for middle class families and individuals through independent fee-based financial advisors. The company was launched in 2012 to address the compelling need for access to high-quality, affordable personal financial advice among many middle class families and individuals.

NestWise advisors leverage a financial planning platform and managed investment portfolios to provide a range of customized solutions to their clients.

NestWise, a Registered Investment Advisor.


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Lana Gersten
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