I care to the core. I want to help my clients morning, noon, night, weekends.

- Merri Carol Hall, CFP, Wilmington Advisors @ M&T

What it means to be a great advisor

In this video, four LPL financial advisors share their commitment to being great and striving to make their clients’ lives better than when they started working with them.

Kashif A. Ahmed: Oh gosh, what does it mean to be a great advisor? It's that human to human connection. The reason I got into this business is because of the enormous impact you can have in people's lives.

Merri Carol Hall: I care to the core. I want to help my clients morning, noon, night, weekends.

Danielle Darling: When I think of being a great advisor, to me, it means just having empathy.

Matt McAfee: It starts with employees who are passionate, who have high integrity, who love their clients.

Merri Carol Hal: I think there's a lot of advisors that talk before they listen. And I think clients want to know they're heard, they want to know that their needs, their needs are heard.

Matt McAfee: I'm thrilled that we have such a competent partner in LPL who is managing parts of our business better than we could on our own. And that to me is at the heart of what a strategic partnership is. You don't have to be all things to every person, right? There's a reason all of us use different providers of services because many times people can either do it better, faster, or cheaper than you can do it yourself.

Merri Carol Hall: The technology that I have access to at LPL has really truly given me the confidence to know that I'm providing all the tools that are available for my client and it's not just junk. It's real, it's absolutely the best things that I've ever been able to provide them as an advisor.

Matt McAfee: Integrity is paramount, passion is paramount, honesty and conviction for the work that you do, that you're making people's families and individual lives better than when they started working with you.

The views and opinions expressed by the LPL Financial Advisor may not be representative of the views of other Financial Advisors and are not indicative of future performance or success.  Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.

Insurance products offered through LPL or its licensed affiliates. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank  Guaranteed | Not Bank Deposits or Obligations | May Lose Value

American Private Wealth, Wilmington Advisors @ M&T, Resource One Advisors, and LPL Financial are separate entities.

Tracking # 1-05327102

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