ABOUT OUR FIRM

Lead Advisor, LLC specializes in talent attraction and development for the wealth management community. 

We help in building wealth management firms, practices and careers through consulting and talent acquisition. 

Our Experience

Lead Advisor, LLC was founded by two Certified Financial Planners, both with over 15+ years of experience in wealth management leadership roles.  Since the pandemic our firm has served hundreds of wealth management firms in a consulting capacity and has placed over 400 wealth management professionals.

In addition to helping wealth management firms with support, scale and succession we help professionals think and plan their next career upgrade.  

Our Mission

To accelerate firm building and to upgrade careers in the wealth management community.  

Our Core Values

Connectivity, Creativity and Capacity.

Meet the Team

Portrait of Eddy Ricci, CFP®, ChFC®, CEPA®, Founding Partner at Lead Advisor.

Eddy Ricci - CFP ®, ChFC ®, CEPA ®

FOUNDING PARTNER

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Portrait of Michael Connaughton, CFP®, ChFC®, CLU®, Founding Partner at Lead Advisor.

Michael Connaughton - CFP, ChFC, CLU ®

FOUNDING PARTNER

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Email

Portrait of Patrick Seholm, Talent Specialist at Lead Advisor.

Patrick Seholm

Talent Specialist

Portrait of Chris Lydon, Talent Specialist at Lead Advisor.

Chris Lydon

Talent Specialist

Portrait of Kyla Azzato, Marketing and Recruiting Coordinator at Lead Advisor.

Kyla Azzato

Marketing / Recruiting Coordinator

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