LPL Financial
Megan Demonte currently serves as Executive Vice President at LPL Financial, a position held since July 2023. Prior to this role, Megan worked at UBS as the Wealth Management Americas Platform - Readiness Lead and held the position of Managing Director in the Integration Management Office at Charles Schwab. With extensive experience at TD Ameritrade as Managing Director, Megan created the Enterprise Strategic Program Office, enhancing program management and investment management processes. Additionally, Megan contributed to Morgan Stanley Smith Barney as an Executive Director, focusing on delivering Financial Advisor tools. Earlier career highlights include roles at Freeborders, Wachovia Securities, and Prudential Financial, where responsibilities included business analysis and managing technology implementations. Megan holds a Bachelor of Science degree in Finance from Siena College.
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