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Financial advisors Frank Patton and Kimberlee Mott join Balmville Wealth Group via LPL Financial to expand client services.

Market News
30 Jul 2026
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Bullish
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Frank Patton and Kimberlee Mott, financial advisors with 45 years of combined experience managing about $150 million in assets, have joined Balmville Wealth Group through LPL Financial. They bring a focus on retirement planning and multigenerational client relationships, emphasizing personalized financial strategies and long-term partnerships. Their move to LPL and Balmville Wealth Group provides access to enhanced technology and resources to support the growth of their practice while maintaining personalized client service. This transition aims to strengthen their ability to serve families with comprehensive wealth management and planning for future generations.

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