LPL Financial (LPLA) announced that wealth advisors Breanne Bovara, CPWA, and Derrick Petry, CFA, have joined Linsco by LPL Financial to launch Moto Wealth Partners. They reported serving approximately $2B for their prior firm in advisory, brokerage and retirement plan assets and join LPL from Fifth Third Private Bank. Located in Cincinnati and Dayton, Ohio, Moto Wealth Partners serves high-net-worth and ultra-high-net-worth families across the country, with a strong presence anchored in those markets. Bovara and Petry bring nearly 40 years of combined industry exposure, offering clients a boutique wealth advisory experience that blends human connection with institutional rigor.
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