Carla McCabe

Carla McCabe, CVA, serves as Vice President of Succession & Protection Planning at LPL Financial, leading the firm's offerings in succession and protection planning for affiliated advisors since March 2022. As a member of the National Association of Certified Valuators and Analysts (NACVA) since April 2019, Carla previously held the role of Associate Vice President at Succession Concepts, enhancing business valuation and succession consulting services. Carla has also contributed to Truelytics, Inc. as Vice President and Head of Professional Services, where responsibilities included M&A and succession consulting. Prior roles include Director of Succession Planning & Practice Management at Independent Advisor Group and Managing Director at Gladstone Associates, focusing on corporate planning, valuation engagements, and client relationship management.