BOARDMAN, Ohio – Bury Financial Group made a historic move last year, transferring over $800 million in advisory and retirement plan assets from Osaic Wealth to industry-leading broker-dealer LPL Financial.
It marked the first time in the financial services firm’s 30 years that founder Todd Bury, president and managing partner, has made such a change.
“We see a lot of exciting opportunities at LPL,” Bury says. “We are committed to staying ahead of industry trends while consistently delivering outstanding service.”
Bury and Brian Laraway, vice president and managing partner, made the strategic move alongside partners David Maxwell, Greg Gett and Kelcie Schiraldi, as well as wealth managers Nick Romeo and Sarah Bury.
“This transition strengthens our team and brand, ensuring our clients receive the highest level of support and expertise,” Laraway says.
To assist with the changeover, Bury Financial Group added Brianna Modic as a client service specialist. She joined a team that includes Kelly Frammartino, vice president of operations; Bill Nock, paraplanner; Jocelyn Palowitz, client service coordinator; Alex Baker, paraplanner; and Amanda Peffer, client service specialist.