Kelly Morgan, an independent financial advisor at GrandView Financial Group in Birmingham, AL, is the recipient of LPL Financial’s emerging advisor scholarship, providing her the opportunity to attend the firm’s annual Women Advisors Leaders Forum, which took place Oct. 2 to 4 in Miami.
The invitation-only event gathers more than 100 of the most successful women advisors affiliated with LPL, a leading partner to independent financial advisors, to share ideas, discuss growth opportunities, celebrate achievements and nurture a community of women advisors.
“It was an honor to attend this conference to learn and hear from successful women in our industry,” Morgan said. “As a woman in a male-dominated field, it’s refreshing to be among women who have paved a path for greater diversity in our field and who want to provide more access to financial advice. I left inspired by these women and eager to build deeper relationships with the clients we serve.”
The scholarship was designed to inspire and equip LPL women to greater success. Scholarship qualifications were at least three years of experience in the industry, at least one as an LPL advisor, and a demonstrated track record of growth. Additionally, each scholarship recipient was identified as a potential successor to take over a practice.
Bethany Bryant, LPL senior vice president, National Sales and Consulting, said the scholarship is intended to fast-track attendees’ leadership development. She added, “As we work to grow and support an inclusive and diverse advisor community, we’re highly committed to empowering our next generation of successful women advisors in their work to support America’s investors. These women are potential successors to take over a practice, and our goal is to help put them in a position to do that successfully by investing in their growth and development.”
Kelly has teamed up with Bob Straka providing financial services to more than 185 families in the Birmingham for four years. The GrandView team provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
Morgan is an LPL Financial advisor. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*, providing resources, tools and technology that support advisors in their work to help enrich their clients’ financial lives.
*Based on total revenues, Financial Planning magazine June 1996-2019