Frank Patton and Kimberlee Mott joined Balmville Wealth Group through LPL’s broker-dealer and RIA platforms, bringing a retirement-focused practice based in Lexington, Kentucky.
LPL Financial LLC said financial advisors Frank Patton and Kimberlee Mott of PacK Financial have joined Balmville Wealth Group, an LPL-aligned wealth management firm, through its broker-dealer and Registered Investment Advisor (RIA) platforms. The pair, based in Lexington, Kentucky, reported serving approximately $150 million in advisory, brokerage and retirement plan assets and joined from Cetera. Patton and Mott bring a combined 45 years of industry experience, with a practice centered on retirement planning and multigenerational client relationships. LPL said the move gives them access to broader technology, resources and operational support intended to help the practice grow while maintaining personalized service. In the announcement, the advisors described their model as relationship-driven and family-oriented, with Mott saying many clients have become like extended family. Patton said the transition is an investment in the firm’s future that should help it devote more time to client relationships and financial strategies. Balmville Wealth Group chairman and founder Michael Vela welcomed the team, while LPL chief growth officer Marc Cohen said the practice shows how relationship-based advice can scale without losing its personal touch. LPL Financial Holdings Inc. said it supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets for about 8 million Americans. The reported asset value for Patton and Mott was approximated using year-end 2025 asset and holding details provided to LPL.