Trio managing $215 million at UBS goes indie at LPL
The Atlanta-based, woman-led team is affiliating through Gladstone Wealth Partners, an office of supervisory jurisdiction.
Gena Barbato, Beth Woodward and Daniel Kundla, who managed $215 million at UBS Financial Services in Atlanta, have gone independent and affiliated with LPL Financial through Gladstone Wealth Partners, an office of supervisory jurisdiction.
The woman-led team, Platinum Wealth Management, is based in Atlanta’s Buckhead community. Barbato and Woodward have worked together since 2001 and merged their business 16 years ago. Kundla joined the team in 2016 as a college intern.
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