It was announced that James' achievements have been recognized for inclusion in LPL Financial's Summit Club Program* for 2025. This distinction celebrates a select group of225advisors representing the top 1%! These advisors have achieved excellence in financial guidance, while demonstrating consistent growth.
James serves clients in numerous states, providing comprehensive wealth management services, including investment management, retirement planning, tax planning, charitable giving, estate planning, and beyond.
"This recognition from LPL as part of the Summit Club is an incredible honor. It reflects the hard work, dedication, and commitment of our entire team to providing exceptional service and guidance to our clients. We are truly grateful for the trust our clients place in us and remain committed to helping them pursue their financial goals," said James.
"On behalf of the entire team at LPL, I am thrilled to congratulate James Warner on his outstanding achievements in 2024," said Julian Lopez, LPL's Executive Vice President of Independant Advisor Services Client Success. "James has elevated his business across Connecticut and beyond. His professional guidance has been crucial in empowering his clients to transform their financial dreams into tangible outcomes."
Warner Wealth is affiliated with LPL Financial, a leading wealth management firm. 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.
*Achievement is based on annual production among LPL-affiliated investment programs only. Not all 28,000 advisors are ranked.