NORWICH, NY (April 11, 2018) – Brian Voss, Senior Vice President Director of Business Development for NBT Financial Services, a division of NBT Wealth Management, has been named by LPL Financial (LPL) as a new member of the LPL Advisor Council.
Voss is one of 24 members selected from over 14,000 LPL advisors nationwide. The LPL Advisor Council provides a forum in which advisors representing a variety of business models ranging from small independent practices to large institutions, including banks and credit unions, serve as a sounding board for LPL. Members share ideas and suggestions, as well as challenges and concerns, to help drive the development of upcoming LPL programs, communications, products and services.
Council members serve a four-year term and attend a series of in-person meetings and conference calls during their tenure. They also contribute in additional ways, including as participants in ad hoc research projects, by having a staff member represent their business on the LPL Service & Operations Council, and by connecting with their LPL colleagues on an ongoing basis to ensure their perspectives are brought forward.
Advisor Council members pledge to:
- Advise – Help assess specific areas of LPL services, communications, programs and technology and make suggestions and recommendations designed to improve each area.
- Assist – Discuss emerging industry and market trends with LPL leadership and help identify potential action in response.
- Advocate – Represent all LPL institutions, businesses and advisors by making recommendations that support their peers and improve the industry as a whole.
About NBT Financial Services, a division of NBT Wealth Management
NBT Financial Services a division of NBT Wealth Management and provides access to trust, investment**, insurance** and retirement services to individuals and organizations.
About NBT Bank
NBT Bank, N.A. is a full-service community bank serving customers from a network of over 150 locations in six states, including New York, Pennsylvania, Vermont, Massachusetts, New Hampshire and Maine. The bank and its parent company, NBT Bancorp Inc., are headquartered in Norwich, NY. NBT Bancorp had assets of $9.2 billion as of March 31, 2018, and is traded on the Nasdaq Global Select Market under the symbol NBTB. More information about NBT is available online at www.nbtbank.com.
About LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.
**Securities and Financial Planning offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. NBT Bank, N.A., NBT Bancorp Inc., NBT Wealth Management, and NBT Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
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