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Lisa M

Series 66

Tryon, NC

LPL Financial

Lisa Murphy is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. She previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and advanced portfolio management tools.

College savings (529s, UTMA, etc.)
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Michael A

CFP®, Series 63, Series 65, Series 66

Tryon, NC

LPL Financial

Michael Ashworth is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves on the Polk County Schools Board of Education in Columbus, NC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Katheryn G

Series 66

Tryon, NC

LPL Financial

Katheryn Gordon is a financial advisor with LPL Financial in Tryon, NC, holding a Series 66 license and 10 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Gordon is also a Notary Public in Tryon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management across its offerings.

College savings (529s, UTMA, etc.)
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Bryson S

Series 66

Tryon, NC

LPL Financial

Bryson Shook is a financial advisor with LPL Financial and holds a Series 66 designation. He has prior experience working at Ashworth Financial Group, Hagerty Consulting, and several nonprofit and government organizations. Outside of his advisory role, he is a business owner of Evernorth Marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and advanced technologies.

College savings (529s, UTMA, etc.)
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