Mary Howard is currently the Director of Business Transitions at Private Client Services. Prior to this role, Mary held various positions at LPL Financial such as Vice President of New Client Onboarding, Assistant Vice President, Senior Project Manager, Recruiting Specialist, and Senior Account Manager of Transition Services. With a B.A. in Consumer Affairs from California State University, Long Beach, Mary has a wealth of experience in leading teams, managing client transitions, and providing onboarding support to advisors.
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Private Client Services (PCS), Member FINRA, SIPC
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PCS is a full-service, RIA-friendly Broker Dealer and SEC Registered Investment Advisor. We are growing by dually registering like-minded, hybrid RIA's/IAR's. We are solely focused on servicing the needs of successful, independent advisors and reps allowing you the time to grow your profits. Let our independence ignite yours! PCS is licensed as a Broker Dealer in all 50 states. Our headquarters is in Louisville, KY. We have more than 70 branch offices coast-to-coast.