Chief Financial Officer
Marty Monahan is a CFO for the LPL CFO Solutions team. He provides our team with actionable insights based on financial analysis and strategic planning.
Marty’s financial services career spans over 15 years. He has worked as an advisor in both the Wirehouse and RIA environment. During that time he served on the management team that brought two struggling field offices to the top of the company nationally prior to being the Chief Operating Officer of an RIA in the Charlotte area.
- Bachelor’s Degree and an MBA | Winthrop University.
- FINRA Series 7, 63, & 66 registered through LPL
- Certified Financial Planner®
- Lean Six Sigma Black Belt Professional®
- Six Sigma Champion Certified™