$2B Advisor Team Launches Moto Wealth Partners at Linsco by LPL
LPL Financial LLC announced that wealth advisors Breanne Bovara and Derrick Petry have joined Linsco by LPL Financial to launch Moto Wealth Partners. The team, which reported serving approximately $2 billion in advisory, brokerage and retirement plan assets at their prior firm, joins LPL from Fifth Third Private Bank.
Based in Ohio, Moto Wealth Partners serves high-net-worth and ultra-high-net-worth families nationwide, with a strong presence anchored in Cincinnati and Dayton. Bovara and Petry bring nearly 40 years of combined industry experience to the new practice.
“Our goal is to simplify complexity, reduce friction and create clarity so clients can make confident decisions,” said Bovara. “By combining institutional rigor with human connection, we deliver a boutique experience that feels personal yet powerful with a goal to have every strategy align with what matters most to our clients.”
Seeking independence and greater fiduciary flexibility, the team selected LPL for its scale, technology and resources. “LPL provides the operational freedom and sophisticated tools we need to elevate the client experience,” Bovara added. “Their platform gives us access to cutting-edge technology, integrated planning resources and a robust client engagement ecosystem.”
The announcement follows another recent addition to LPL’s Linsco channel. In December, advisor Melissa Mirabile joined the platform to launch Forest Lake Wealth Partners in Albany, New York. Mirabile, who previously worked at UBS Wealth Management, managed approximately $280 million in client assets at the time of her transition.
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