Independent broker-dealer LPL Financial LLC today named Joan Khoury as managing director and chief marketing officer, effective immediately.
Khoury will be based in San Diego and report directly to Robert Moore, chief financial officer at LPL Financial. She will be responsible for overseeing the company's overall marketing strategy, as well as executing programs aimed at promoting growth, innovation and broadening the strategic reach of LPL Financial.
Khoury will also oversee all marketing initiatives across the organization--including marketing and brand strategy, advertising, corporate identity, public relations, customer communications, and field marketing. What's more, she will also manage its market research and analysis, marketing regulatory review, and business development advertising functions.
"We are very pleased to welcome Joan Khoury to LPL Financial," Moore said in a statement. "Her experience in creating innovative marketing strategies and brand campaigns will be instrumental to our efforts to connect with current and future advisors and institutions."
Prior to joining LPL Financial, Khoury was senior vice president, strategic marketing at Merrill Lynch, where she led a 90-member marketing team that developed marketing programs to support the firm's wealth management business.
Before Merrill Lynch, Khoury was senior vice president, global head of marketing at Wachovia, Evergreen Investments. Khoury's other past positions include managing director and group head of the global marketing division at Bank of New York Mellon; and vice president and marketing manager at Bank of America. She began her professional career managing marketing and communications for the United Way in Macon, Georgia.
A wholly owned subsidiary of LPL Investment Holdings Inc., LPL Financial offers proprietary technology, clearing and compliance services, practice management programs and training, and independent research to more than 12,800 financial advisors and approximately 670 financial institutions. It also supports over 4,000 financial advisors licensed with insurance companies by providing clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have more than 2,700 employees with headquarters in Boston, Charlotte, and San Diego.