LPL Financial: Chloey Wealth joins broker-dealer, RIA platforms

LPL Financial (LPLA) announced that advisors Jenna Vitosh and Natalia Paige have joined forces to launch Chloey Wealth with LPL Financial’s broker-dealer and Registered Investment Advisor platform. They reported serving approximately $140 million in advisory, brokerage and retirement plan assets. Vitosh joins LPL from Edward Jones and Paige from New York Life. Based in Lincoln, Neb., the team has 20 years of experience. Vitosh is a second-generation financial advisor who has a passion for helping people. Paige started out in the medical field but discovered her passion for financial planning after becoming the head of her family’s finances. The two met at a networking event five years ago, and their friendship flourished as they continued to meet over coffee and use each other as sound boards as they launched their financial planning careers. The all-female team takes a holistic approach to helping clients work towards their financial goals and their clients come from all walks of life but are primarily young families and pre-retirees.