LPL Financial
Daniela R. is an accomplished financial services professional currently serving as Vice President of Wealth Strategy at LPL Financial since November 2021, where leadership extends to internal consulting for independent financial advisors. Prior experience includes roles at JPMorgan Chase & Co. as Assistant Vice President supporting the growth of wealth management in the West Division and at Morgan Stanley as a Financial Advisor emphasizing comprehensive financial planning. Additional experience includes positions as Financial Planning Associate at MG&A Wealth and various roles at UBS, contributing to wealth strategy and client service. Daniela R. holds a Bachelor of Science in Mass Communication from Florida International University and has completed the CFP Program at Bryant University.
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LPL Financial
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LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices.