LPL Financial appoints the most important leadership roles | News

LPL Financial, a wealth management company, has appointed Tara Thompson Popernik as Executive Vice President and head of asset planning. In addition, Monte Tomasino as an Executive Vice President of Service Digital Enablement has entered the company and further strengthens the services of LPL for the provision of asset planning and service solutions.

Thompson Popernik will lead a team of specialized specialists to expand and develop the LPL asset planning offer. In her new position, she will monitor LPL's financial planning, the teams with a high network and product management teams. Your role will focus on improving the company's ability to operate customers more effectively with high network and ultrahohet-net assets.

Most recently, Thompson Popernik Senior Vice President of the WEALTH Strategies team at Bernstein Private Wealth, where she was in various leadership roles for 21 years. Thompson Popernik holds a Bachelor of Arts in comparative literature from Dartmouth College and is a charter