LPL Financial, a wealth management firm, has appointed Tara Thompson Popernik as executive vice president and head of wealth planning. In addition, Monte Tomasino has joined the company as executive vice president of service digital enablement, further solidifying LPL’s services of delivering wealth planning and service solutions.
Thompson Popernik will lead a team of specialized professionals to expand and evolve LPL’s wealth planning offering. In her new position, she will oversee LPL’s financial planning, high-net-worth and product management teams. Her role will focus on enhancing the firm’s ability to serve high-net-worth and ultra-high-net-worth clients more effectively.
Most recently, Thompson Popernik served as senior vice president of the wealth strategies team at Bernstein Private Wealth, where she spent 21 years in various leadership roles. Thompson Popernik holds a Bachelor of Arts in comparative literature from Dartmouth College and is a Chartered
