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Named the No. 120 Advisor in Pennsylvania
[Allentown, PA] — [April 18, 2023] – Emilio “Jack” Morrone of One Financial Services was recently ranked No. 120 in Pennsylvania in Forbes’ 2023 Best-In-State Wealth Advisors list.
According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that includes industry experience, client retention and assets under management. View the full list.
“On behalf of LPL, I couldn’t be more honored to congratulate Jack Morrone for this distinguished industry recognition from Forbes,” said Julian Lopez, LPL executive vice president, Independent Advisor Services. “With more than 35 years in the financial service industry, Jack has become a leader in providing a high-quality experience for clients. As a top advisor in Pennsylvania, Jack continues to be laser-focused on making meaningful impacts on the lives of his clients.”
Jack Morrone is based in the Lehigh Valley with offices in Allentown and Bethlehem and provides a full range of financial services, including retirement and financial planning, estate planning, education planning, and more.
Jack Morrone is a financial professional affiliated with LPL Financial, a leading** retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
When notified of the honor, Jack said he felt humbled to be named to this prestigious list alongside so many other accomplished advisors from across the Commonwealth. He stated, “I know this would not have been possible without the trust placed in me by my clients and the assistance of the outstanding One Financial Services team.”
Speaking of the level of commitment it has taken to reach this milestone, Jack said, “My sole focus is to provide my clients with the best possible advice in pursuit of their financial goals, and while doing so to provide that same focused leadership to the other One Financial Services advisors and team members.”
About One Financial Services
One Financial Services has a mission to help clients make informed life decisions that aim to positively impact the quality of their life and to plan for their financial independence. They offer financial strategies and advice delivered through personalized care and attention. The passion to help improve the quality of life of their clients motivates all their actions through their complete range of planning services in the areas of retirement, estate, special needs, education, and taxation.
They have offices in Allentown and Bethlehem, PA. Their Allentown office is located at 1605 N Cedar Crest Blvd., Suite 515. Their Bethlehem office is located at 3101 Emrick Blvd., Suite 217. Visit their website at www.onefinancialservices.com or call 610-437-3500 for more information.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve**, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent BrokerDealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022).
Securities and advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/SIPC.
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 LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
LPL Financial, Forbes and One Financial Services are all separate entities.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
Securities and advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/SIPC.
LPL Financial, Forbes and One Financial Services are all separate entities.
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Information provided to TVL by:
Ashley Lorah
