ENZO T. PELLEGRINO, CFP®  RECOGNIZED IN FORBES

AS A 2023 BEST-IN-STATE WEALTH ADVISOR

-- Named the 19th Advisor in Texas--

San Antonio, TX - April 20th, 2023 - Enzo T. Pellegrino, CFP® of TLWM Financial was recently ranked No. 19 in Texas 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 Enzo Pellegrino for this distinguished industry recognition from Forbes,” said Julian Lopez, LPL executive vice president, of Independent Advisor Services. “With more than 20 years in the financial service industry, Enzo has become a leader in providing a high-quality experience for clients. As a top advisor in Texas, Enzo continues to be laser-focused on making meaningful impacts on the lives of his clients.”

Enzo is based in San Antonio, Texas, and provides a full range of financial services, including retirement, financial planning, investment management, and more.

Pellegrino is a financial advisor 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. 

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 About TLWM Financial

TLWM Financial manages assets for great people whom we are privileged to serve. From the very inception of our company, we wanted words like caring, kindness, understanding, and wisdom to define us.

Our roots—our core principles—of integrity, passion, and knowledge are sustainable and grow deep and strong. Our clients pursue more abundant lives for themselves and their families and more time for what is truly important and meaningful.

After all, that’s how you treat the people you care about. You respect them and help them preserve their financial future.

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.

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 TLWM Financial 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 offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through TLWM, a registered investment advisor. TLWM and TLWM Financial are separate entities from LPL Financial.

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