LPL Financial appoints Tara Thompson Popernik as EVP, Head of Wealth Planning

LPL Financial (LPLA) has appointed Tara Thompson Popernik as Executive Vice President and Head of Wealth Planning. Additionally, Monte Tomasino has joined the company as Executive Vice President of Service Digital Enablement. Thompson Popernik will lead a team of highly 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. Tomasino joins LPL from Dell Technologies, where he most recently served as Vice President of Digital Enablement and Engagement.