Anne-Marie is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors' practices. She partners with advisors to provide support on administrative tasks and client management functions.
Anne-Marie has worked in the financial services industry for 30 years at companies including Charles Schwab, PaineWebber, and J.P. Morgan Securities. She joined LPL in 2021 to apply her experience working with Advisors in the Admin Solutions Program. She enjoys working with advisors in her role on the Admin Solutions Team.