Press release
LPL Financial Celebrates its Growing Network of Women in Wealth Management
Representing the largest community of female financial advisors in the industry, LPL’s sixth annual Achieve Conference unites a community of successful wealth
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"Representing the largest community of female financial advisors in the industry, LPL’s sixth annual Achieve Conference unites a community of successful wealth management professionals\nSAN 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 AfelumoHerPlanning Courtney CallasArmstrong Wealth Management Kelli GargaszClient Centric Financial Advisors Rachel BetzwieserCompass Financial Group Rachel DickGrowtrust Partners Emily JamesonBarney Financial Services Crystal BowlesFinanc...