Masters 2025
Contact:
L.V. Plummer, Jr.
(901) 784-0050
LV@pwsplanning.com
L.V. PLUMMER, JR., CFP®, MBA OF
PLUMMER WEALTH STRATEGISTS, LLC
RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP
L.V. Plummer, Jr. CFP®, MBA has been recognized with inclusion in LPL Financial’s Masters Club Program* for 2025. This distinction celebrates a select group of advisors who have achieved excellence in financial guidance. It is more important than ever that Americans have an experienced financial partner by their side who understands their unique needs and can help them create and follow a plan for their future.Plummer serves clients based in throughout the United States, providing comprehensive wealth management services, including: Retirement planning, cashflow planning, tax planning, estate planning, education planning, investment planning, risk and insurance planning, and debt planning.
“Words cannot express how deeply grateful I am for the support of my clients, my family, and my team here at PWS. This achievement would simply not be possible without you. It is one of the highest honors of my life to serve you all, and I greatly appreciate your decision to partner with our firm!” — L.V. Plummer, Jr., CFP®, MBA
“On behalf of the entire team at LPL, I am thrilled to congratulate L.V. on his outstanding achievements in 2024,” said Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Client Success. “Plummer has elevated his business across the United States. Their professional guidance has been crucial in empowering his clients to transform their financial dreams into tangible outcomes.”
Plummer has been affiliated with LPL Financial, a leading wealth management firm, for 2 years. Through LPL, financial advisors are empowered to focus on their unique skills in building relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support, and tools to help increase operational efficiency and power business growth.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 570 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
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*Achievement is based on annual production among LPL-affiliated investment programs only.