Desiree has more than twenty-four years of experience as an Executive Assistant with extensive experience working for LPL Financial advisors. She joined LPL in 2023 to apply her experience working with advisors in the Admin Solutions Program.
She enjoys gardening, traveling to new places, and spending time with family and friends. In her spare time she volunteers with several organizations that benefit veterans and the homeless community. Desiree rescued a Belgian Malinois from a veteran organization. She is the mother to two adult boys and has one grandchild.
Desiree Can Help With:
- Preparing and processing paperwork remotely.
- Managing account updates and coordinating service requests.
- Serving as a point of contact for questions and follow-ups, even from a distance.