Tracy Parson

Vice President Of Learning & Development at LPL Financial

Tracy Parson is an experienced financial services professional with over 18 years at LPL Financial, where Tracy currently holds the position of Vice President of Learning & Development and Vice President of Service. Responsibilities include talent management overseeing multiple teams across two locations and ensuring high-quality staff interaction. Tracy has held several leadership roles within LPL Financial, including Assistant Vice President, Manager, Supervisor, and Senior Retirement Specialist, focusing on people management, project management, and operational support for retirement accounts. Prior experience includes roles at TIAA-CREF, Vanguard, and Wachovia, contributing expertise in financial counseling, client support, and policy implementation. Tracy holds a Bachelor of Science degree in Criminal Justice and Psychology from the University of South Carolina.

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Timeline

  • Vice President Of Learning & Development

    March, 2022 - present

  • Vice President Of Service

    June, 2018

  • Assistant Vice President

    June, 2015

  • Manager

    September, 2012

  • Supervisor

    May, 2010

  • Senior Retirement Specialist

    September, 2006