LPL Financial has announced that financial adviser Don Harrell of WestKai Private Wealth has joined LPL Financial’s supported independence model, LPL Strategic Wealth. Harrell’s team reported serving approximately $400 million in advisory, brokerage and retirement plan assets and joins LPL from Morgan Stanley.
Based in San Clemente, Calif., WestKai Private Wealth was founded by Harrell, who serves as CEO and private wealth manager. The team also includes private wealth adviser Blake Davidson and client services manager Cate Harrell. They serve individuals and families, pre-retirees and retirees, corporate executives, entrepreneurs, business owners and professional athletes. WestKai Private Wealth helps clients navigate life’s financial decisions through comprehensive planning and personalized wealth management.
Harrell founded WestKai Private Wealth to better serve the clients he has grown close to over the years, seeking greater independence, expanded resources
