LPL Financial has announced that the financial advisers of Tribute Financial have joined LPL Financial’s broker-dealer and registered investment adviser (RIA) platform. Led by president and chief executive officer, Kevin Daniels, MBAF, the team reported serving more than $500 million in advisory, brokerage and retirement plan assets and joins LPL from United Planners Financial Services.
Based across offices in Missouri and Connecticut, Tribute Financial is a family-oriented practice serving a diverse client base that spans generations and financial backgrounds. Daniels and his team focus on building long-standing relationships grounded in trust and work with clients at various stages of their financial journeys.
With a career that began in electrical engineering — including designing power systems for F-18 aircraft — Daniels brings a dynamic, analytical perspective to financial planning. He transitioned into wealth management with a commitment to helping clients
