2025 State of Advisor Movement

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Rolando Alviso Departs Merrill Lynch to Launch Legacy BluePrint Financial Powered by LPL Financial

THE COLONY, TX – Winthrop & Co. is proud to announce that Rolando Alviso has launched Legacy BluePrint Financial, an independent wealth management firm powered by LPL Financial, after more than seven years with Merrill Lynch.

Rolando’s decision to transition to LPL marks a pivotal moment in his career—one defined by a desire for greater flexibility, autonomy, and the ability to offer truly personalized financial advice. Known for his strategic planning capabilities and client-first approach, Rolando has consistently guided individuals and families toward achieving long-term financial success.

As the CEO of Legacy BluePrint Financial, Rolando now has the tools and independence to deliver comprehensive strategies tailored to each client’s unique goals, without the limitations often found in traditional wirehouse environments.

“Legacy BluePrint is more than just a name—it’s a philosophy,” said Rolando. “It’s about helping clients design a financial roadmap that aligns with their values, goals, and future.”

His move to independence reflects a growing trend among experienced advisors who are seeking more control over their practice, better technology, and broader investment capabilities—all in the service of delivering an elevated client experience.

Based in The Colony, Texas, Rolando is now positioned to grow his practice on his own terms—bringing his vision for customized, values-based planning to life.

Other Press Releases

Aaron Zauner Joins Caldwell Group, LLC Wealth Management in Brentwood, Tennessee

Boston Based Claro Advisors Welcomes Brandon P. Fink, CFP® to Advisory Team

Christiana Lovelace, AAMS® Leaves Edward Jones To Open Diamond Pointe Financial In Hickory, North Carolina

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