Jennifer is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices.
She brings over 7 years of experience in the financial sector. Prior to joining LPL in 2019, she worked at Wells Fargo assisting affluent clients. Jennifer partners with advisors to provide support on new business accounts and client management functions. She has a thorough understanding of the industry and provides answers on policies, account activities and high priority escalated issues.
Jennifer is originally from Monroe, NC. When she is not working, she enjoys learning a new language, spending time with family, and traveling.