Dee is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors’ practices. She partners with advisors to provide support on administrative tasks and client management functions.
Dee has worked in the financial services industry for 8 years and began her career as a teller then moved up to a financial service representative. She later became a financial service consultant where she was able to expand her knowledge of wealth management. Dee is well versed in Annuities and 401k Retirement Plans. She joined LPL in 2020 to apply her experience working with advisors in the Admin Solutions Program.
Dee was born and raised in Pensacola, Florida before moving to California 8 years ago. Dee has a husband that is in the military which is what caused the big move. She enjoys cooking, and being outside in the sunshine with a Starbucks drink.