Steve joined Financial Resources Group Investment Services in May
2021 where he serves as President of the organization. His
responsibilities include overseeing the company’s day-to-day
operations and supervising more than 90 financial institutions and
1000 financial professionals nationwide.
Prior to joining Financial Resources Group, Steve served as Chief
Operating Officer for Equitable Advisors LLC and Equitable Network
LLC where he led the business and functional strategy for all company advisor-facing and back-office clearing and vendor firm operations. Additionally, Steve worked for 13 years as Executive Vice President of Operations for LPL Financial where he led LPL’s initial expansion to the Charlotte area. He was responsible for all on-shore and off-shore operations both client-facing and street-side, along with vendor management associated with such areas as tax reporting, statement and confirm production, and money movement.
Steve has extensive experience in mergers and acquisitions and recruiting, having led and supported LPL’s broker dealer acquisitions and conversions and dozens of bank and credit union transitions. Prior to LPL Financial, Steve spent seven years at Jefferson Pilot Securities Corporation as a senior manager with oversight of trading, brokerage services, and broker/dealer operations in conjunction with its clearing firm Pershing LLC.
Additionally, Steve was Chairman of the Board of Directors for The Private Trust Company, on the board of the Executive BETA Users Committee, and was the executive sponsor for LPL Financial’s
involvement with Big Brothers Big Sisters of Greater Charlotte.
Steve is happily married to his wife Kim of 30 years and together they have two fantastic kids, Aiden and Collin. He loves traveling with his family and is a self-proclaimed Boston sports nut. If he’s not at work, you’ll most likely find him on a golf course.
Phone: (704) 816-8018
Email: steve.lank@lpl.com
