Alexandra Handler Email & Phone Number

As the Senior Conversion Consultant (CC), my role involves working directly with advisors, enterprises, and institutions as they transition their practice to LPL Financial, particularly in the context of a merger, acquisition, or large institutional transaction. Being the subject matter expert on LPL’s business processes and best practices, I serve as the main point of contact for advisors throughout the transition period, helping them acclimate to various LPL platforms. My primary focus is to ensure that advisors have an exceptional experience, are well-prepared to transition their book of business, and successfully adapt to the LPL environment.

Greater Atlanta Area

Greater Atlanta Area

Roswell, Georgia, United States