Meet Daniel B. A.—newly promoted President of The Private Trust Company, an affiliate of LPL. Dan is stepping up to the challenge with a clear mission: to expand LPL’s trust offerings and meet the increasing demand for comprehensive legacy planning. Currently serving as trustee for approximately 1,600 families, PTC plays a crucial role in helping advisors and their clients navigate the complex process of transitioning generational wealth. This is more than just managing money; it's about ensuring a lasting legacy that aligns with each family's values and goals.
📣 Meet our new President & Chief Operating Officer, Daniel B. Allen! With nearly two decades of industry experience, Dan is set to lead our efforts in delivering comprehensive trust services to advisors, all while infusing a fresh perspective into our strategic initiatives. We are thrilled to see Dan step into this new role! #LPLFinancial #LeadershipSpotlight
