In his role as a Financial Planner at LPL Financial, Archie supports Jones, Mead & Associates where he assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Archie partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to help advisors assist clients in pursuing their financial goals. LPL’s Paraplanning Services Team is not affiliated with Jones, Mead & Associates.
Archie’s career in financial services began in 2017. He worked as an inheritance consultant and financial advisor at Vanguard in Charlotte, North Carolina. During the pandemic, Archie paused his formal financial planning career to dedicate himself to his family business in Cleveland, Ohio. In this role, he assumed the position of operations and financial officer, where he managed all financial affairs. Archie joined LPL financial in 2024.
Archie received his Bachelor of Science in Business from Livingstone College and is a CFP® practitioner.
Archie and his wife live in Charlotte, North Carolina where they are raising their daughter. They enjoy exploring the local dining scene in the Carolinas and traveling abroad with family and friends.