Facebook Linkedin Twitter

Access Secure Pages

Choose a protected page to view its resources. If you do not know the necessary passwords, please contact marketing@lplatfrg.com.

Resource Library
Employee Information
Manager Information
Compliance & Supervision
Login

Home Office Staff

  • Home
  • Home Office Staff

Our Home Office Staff customizes the LPL Financial experience for you by keeping you up to speed on all of the latest tools and resources available for your business. Each experienced team member specializes in one of the following areas: onboarding, marketing, compliance, technology, accounting and business development.

LPL General Securities Principals​

jean_elzayek

Jean Elzayek

LPL General Securities Principal

(704) 816-8012
jean.elzayek@lpl.com

Melissa-McGrath-Headshot

Melissa McGrath

LPL General Securities Principal

(704) 816-8003
melissa.mcgrath@lpl.com

Jim Liddington

Jim Liddington

LPL General Securities Principal

(704) 816-8016
jim.liddington@lpl.com

lindsey_bessant

Lindsey Bessant

LPL General Securities Principal

(704) 816-8021
lindsey.bessant@lpl.com

joseph_napolitano

Joseph Napolitano

LPL General Securities Principal

(704) 816-8028
j.napolitano@lpl.com

Operations

meleakia_spearing

Meleakia Spearing

Advisor Support Specialist & Training Consultant

(704) 816-8007
m.spearing@lpl.com

LPL Headshot 09-30-2021

Susan Andre

Transition Support Specialist

(704) 816-8027
susan.andre@lpl.com

katie_mills

Katie Mills

Human Resources Manager

(704) 816-8015
katie.mills@lpl.com

mj_mulligan

MJ Mulligan

Director of Training

(516) 444-3214
mj.mulligan@lpl.com

Marketing

Tanya Beshears

Tanya Beshears

Sr. Marketing Account Manager

(704) 816-8010
tanya.beshears@lpl.com

Jenny Franchi

Jenny Franchi

Marketing Account Manager

(704) 816-8023
jennifer.franchi@lpl.com

Jennifer Hallmark Headshot

Jennifer Hallmark

Sr. Marketing Account Manager

(704) 816-8019
j.hallmark@lpl.com

Business Consulting

sherrie_reynolds

Sherrie Reynolds

Director of Business Consulting

(405) 226-9756
s.reynolds@lpl.com

thomas_davila

Thomas L. Davila, II

Director of Business Consulting

(210) 403-0902
thomas.davila@lpl.com

david_foster

David Foster

Director of Business Consulting

(608) 215-1804
d.foster@lpl.com

cindy_nagel

Cindy Nagel, CFP®

Director of Business Consulting

(704) 816-8004
c.nagel@lpl.com

Kristen Vitale

Kristen Vitale

Director of Business Consulting

(708) 712-8576
k.vitale@lpl.com

tina_bakalas

Tina Bakalas

Business Consultant

(718) 938-9512
tina.bakalas@lpl.com

Gloria Dubose

Gloria DuBose, MBA

Practice Management Consultant

(704) 816-8020
gloria.dubose@lpl.com

Finance

brad_nelson

Brad Nelson

Sr. Commissions Analyst

(704) 816-8017
bradley.nelson@lpl.com

donna_coggins

Donna Coggins

Compensation &
Benefits Accountant II
(704) 816-8026
donna.coggins@lpl.com

Technology

matt_danner

Matt Danner

Technology Systems Manager

(704) 816-8024
matt.danner@lpl.com

chris_freeman

Chris Freeman

Technology Systems Manager

(704) 816-8025
christopher.freeman@lpl.com

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck:

Financial Resources Group Investment Services
481 Munn Rd. E., Suite 225, Fort Mill, SC 29715
Direct (704) 816-8000

Quick Links​

Services

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Financial Resources Group Investment Services, member FINRA/SIPC, is a separate entity. To view our Business Continuity Plan Disclosure, please click HERE.

Scroll to Top