Marie Holder

Client Care Advocate

As your Administrative Assistant, I will partner with you on an ongoing basis to: Develop a thorough understanding of your accounts Provide answers on account activity, policies, and statements Assist with any high priority escalated issues Assist with questions surrounding the Account View tool.

PROFESSIONAL BIO

Marie Holder is a Virtual Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions. Marie has thirty years of experience in the financial services industry. Prior to joining LPL, she served in different areas of the industry, from Commodities Sales Assistant, to Equity Trader, OSJ Coordinator, Client Service Representative, New Accounts Manager, and Operations Branch Manager. As a sales assistant, she provided day-to-day day client management, operational
tasks, preparing reports, assisting with client meetings, and setting up client seminars and events.

Marie has acquired the following security licenses: 3, 6, 7, 9, 10, 24, 31, 63, insurance and is grandfathered with the 99 licensed.

PERSONAL BIO
Marie was born in Portugal and later moved to Massachusetts. She graduated from Atlantic Union College with a degree in European History and Business. She is fluent in Portuguese and Spanish, some conversational French and Italian. She has a son, two dogs, and a cat. She loves to travel, mostly to Europe, and has also traveled to South America, Africa, and several islands. She loves to read, knit, draw, and spend time with her furry children.

emailicon

ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?