Rolando Alviso Departs Merrill Lynch to Launch Legacy BluePrint Financial Powered by LPL Financial
Rolando Alviso has launched Legacy BluePrint Financial, an independent wealth management firm powered by LPL Financial, after spending more than seven years at Merrill Lynch. His transition reflects a broader trend of experienced advisors seeking greater autonomy and enhanced client service capabilities.
Filed by Winthrop & Co.
Press Kit
Distribution-ready PDF for editors, recruiters, and reporters.
THE COLONY, TX — Rolando Alviso has launched Legacy BluePrint Financial, an independent wealth management firm powered by LPL Financial, following more than seven years at Merrill Lynch.
Alviso's transition to independence reflects his pursuit of greater flexibility, autonomy, and the ability to deliver personalized financial advice. As CEO of Legacy BluePrint Financial, he now operates with enhanced tools and capabilities to create comprehensive strategies aligned with clients' unique objectives.
"Legacy BluePrint is more than just a name—it's a philosophy," Alviso stated. "It's about helping clients design a financial roadmap that aligns with their values, goals, and future."
His move exemplifies a broader industry trend among seasoned advisors seeking increased control over their practices, superior technology platforms, and expanded investment options to elevate client service delivery.
Headquartered in The Colony, Texas, Alviso is positioned to expand his practice independently while advancing his vision for values-based, customized financial planning.
Distribution copy
Download the full press release as a PDF for forwarding, republishing, or filing.
Download Press Release (PDF)Filed
December 10, 2025