LPL Financial Celebrates its Growing Network of Women in Wealth Management

By: LPL Financial Holdings, Inc. via GlobeNewswire

December 09, 2024 at 09:00 AM EST

SAN DIEGO, Dec. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, hosted its annual Achieve conference last week in Washington, D.C., an invitation-only leadership conference for LPL’s growing community of women advisors. During the conference, the company announced significant progress in expanding its network of women advisors, reflecting the breadth of its affiliation models that provide ideal fits for women advisors who are starting, scaling and succeeding in the industry.

With over 5,400 registered representatives who identify as women, LPL is significantly outpacing other firms. This achievement underscores LPL’s commitment to nurturing female talent in finance. In 2024, the firm has welcomed 547 new female advisors, increasing its total number of women advisors by 10% compared to the previous year.

At the conference, LPL Financial Chief Executive Officer Rich Steinmeier reiterated the firm’s commitment to supporting the continued success of this expanding network, noting, “Our industry is much better served when more women become advisors and bring their unique perspectives to building long-term client relationships through personalized financial advice. At LPL, we’re proud to support the largest network of women advisors, championing their success and fostering a community that thrives together in every life stage of their business.”

In addition to sessions on wealth management and business development, Achieve attendees toured Capitol Hill and met with lawmakers, heard from keynote speaker and negotiation expert Alex Carter, and celebrated LPL’s 2024 cohort of Rising Stars. Launched in 2018, LPL Financial’s Rising Star program recognizes women financial advisors and program managers who are delivering accelerated business growth and are next-gen leaders in a high-performing practice, program or institution. The following 20 women were honored at Achieve:

Kristin Afelumo HerPlanning	Courtney Callas Armstrong Wealth Management	Kelli Gargasz Client Centric Financial Advisors
Rachel Betzwieser Compass Financial Group	Rachel Dick Growtrust Partners	Emily Jameson Barney Financial Services
Crystal Bowles Financial Advice & Consulting, LLC	Danielle Durham Chan-Pong Allen & Company	Miranda Kimball VyStar Investment Services
Amanda King Don P. Quint & Associates	Taylor Mavrakos MFP Financial Services, Taylored Wealth Management	Abigail F. Wade R.M. Wade & Company, LTD.
Sarah Kosmerl Blue Heron Financial Group	Kathryn Murphy EPM Financial	Elizabeth Wertz Elements Wealth Management
Elise Levy Legacy Wealth Planning	Katrina Ridgeway Benchmark Wealth Management	Christina Zins Summit Wealth Management Group
Nickie Maia Delta Community Retirement & Investment Services	Alissa Todd The Wealth Consulting Group

About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 28,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

Securities and Advisory services oﬀered through LPL Financial LLC ("LPL Financial"), a registered investment advisor and broker dealer, member FINRA/SIPC.

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Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

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