Last Updated on March 11, 2024 by Workman and Associates
David J. Workman, AIF®, a financial advisor at Workman and Associates, Inc. in Logansport, announced that his achievements have been recognized with inclusion in LPL Financials’ Summit Club* for 2024. This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in financial guidance. As America’s investing public looks ahead to continued macroeconomic uncertainty and market volatility, it is critical they have an experienced financial partner by their side to to help them manage, preserve and deploy their wealth.
Workman serves clients based in 30 states, providing comprehensive wealth management services, including: investment management, individuals’ retirement planning, and retirement plans for profit and non-profit corporations.
Workman said “While this award has my name on it, the award belongs to the staff of Workman and Associates, Inc., and advisor Matthew Jennings, MBA, AIF®. Their tireless efforts to do what is best for the clients has allowed our office to receive national recognition. It has been my great honor and privilege to work within this team framework to create a bond of trust between our clients and office. In addition, without the guidance of my wife Beth over more than four decades of marriage and her sage business advice, none of what has been accomplished would have been possible.”
“On behalf of the entire team at LPL, I am thrilled to congratulate Dave on his outstanding achievements in 2023,” said Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Relationship Management. “By utilizing our proprietary technology and suite of customized services, Dave and his staff have taken their business to the next level, allowing them to dedicate more time to building meaningful client relationships with families in Logansport , Cass County, Indiana and 29 other states. Through their guidance, they have been instrumental in helping these families turn their aspirations into financial realities.”
Workman has been affiliated with LPL Financial, a leading wealth management firm, for 36 years. Through LPL, financial advisors are empowered to focus on their unique skills in building client relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support and tools to help increase operational efficiency and power business growth.
*Achievement is based on annual production among LPL-affiliated investment programs only.
SOURCE: News release from Workman & Associates
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