|
|
|
FORBES RECOGNIZES EMILIO “JACK” MORRONE AS A BEST-IN-STATE WEALTH ADVISOR
Allentown, PA — April 15, 2024 – Emilio “Jack” Morrone, an independent LPL Financial advisor in Allentown, PA, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry. Morrone, Principal and Co-Founder of One Financial Services was recognized as the No. 52 advisor in Pennsylvania.
The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management*.
"We are thrilled to extend our heartfelt congratulations to Jack Morrone for the well-deserved recognition from Forbes, on behalf of the entire team at LPL," exclaimed Julian Lopez, LPL's executive vice president of Independent Advisor Services Relationship Management. "This award showcases his dedicated efforts in guiding his clients towards financial success, especially during times of economic uncertainty and global challenges. LPL remains steadfast in our commitment to supporting ambitious advisors like Jack, equipping them with cutting-edge investment solutions, advanced technology platforms, and extensive resources to provide unparalleled service and experiences for their clients."
Jack has 40 years of experience in the financial services industry and provides a full range of financial services in the area of retirement, estate, special needs, education, and taxation planning.
Morrone is a financial advisor affiliated with LPL Financial, a leading wealth management firm that supports financial advisors—whether they work as independent business owners, with an RIA firm or in a financial institution—so they take care of their clients and run a thriving business.
The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management*.
"We are thrilled to extend our heartfelt congratulations to Jack Morrone for the well-deserved recognition from Forbes, on behalf of the entire team at LPL," exclaimed Julian Lopez, LPL's executive vice president of Independent Advisor Services Relationship Management. "This award showcases his dedicated efforts in guiding his clients towards financial success, especially during times of economic uncertainty and global challenges. LPL remains steadfast in our commitment to supporting ambitious advisors like Jack, equipping them with cutting-edge investment solutions, advanced technology platforms, and extensive resources to provide unparalleled service and experiences for their clients."
Jack has 40 years of experience in the financial services industry and provides a full range of financial services in the area of retirement, estate, special needs, education, and taxation planning.
Morrone is a financial advisor affiliated with LPL Financial, a leading wealth management firm that supports financial advisors—whether they work as independent business owners, with an RIA firm or in a financial institution—so they take care of their clients and run a thriving business.
Are you looking for a shipping solution? Maybe you need to change freight carriers? Find out what the hard working and reliable people at Team Worldwide can do over land, sea and air