The Private Trust Company, an affiliate of LPL’s Post

LPL's Head of Trust, Kate Shackleton, recently joined advisor Frank Fantozzi on his podcast Frank Wealth Insights to discuss the power of working with a corporate trustee. Give it a listen!

This past weekend, we celebrated our 30th anniversary of guiding families and individuals through the complexities of trust and estate management. A huge thank you to all our advisors, clients, and team members who have been part of this incredible journey. We are excited to continue growing and achieving together in the years to come! 🎉

Another great year at #LPLFocus! We're immensely grateful to all the advisors we connected with this week. Our team is buzzing with energy, and we hope you are too. Feat. Nate Brent, Ben Foreman, Daniel B. Allen, Tristan A. McCormick & Will Keane

Here we go! We're all set up and ready to greet our esteemed advisors this week at #LPLFocus. It's going to be a great day 🎉

It's almost time for #LPLFocus! We can't wait to see you. Stop by and say hi to our Trust crew within the Home Office section of the Expo. 💬 Ask us how Trust Services can help you and your clients ⭐ Enter to win a 100$ charity donation (or gift it to a client!) 🖼 Take a picture with our Focus branded frame & share it with your network + more See you there!

Our Trust Officers work closely with advisors and their clients, managing accounts and relationships with precision and care.   This week, we're shining some light on Samantha Marino, one of our many dedicated Trust Officers here at PTC. Sam is known for her stellar customer service and deep expertise in trust management, which have greatly benefited our clients. Thank you for all that you do, Sam! 🙌

Stop by our booth within Comprehensive Advice and say hi! Our team is excited to connect 🤝

Ever wonder how you can benefit from including trust services into your practice? Us too. From managing assets across generations to preserving family harmony, our latest article explores six key ways you can benefit from our services. 🔗 : https://bit.ly/4fc0rSB

Join us for an eye-opening session at #LPLFocus: "Boost Your Book with Trust Services." Dive deep with our very own Ben Foreman and Nate Brent into the world of trust opportunities in sunny San Diego. In this breakout, you'll gain expert insights on: ✔ Leveraging trust services to enhance asset gathering and retention ✔ How to mine your book for potential trust prospects ✔ How to identify and realize opportunities to gather new trust business 👋 See you there!

The best way to start the work week? Team-bonding activities that also #giveback to your community. We believe in the power of community engagement and the positive impact it has on our team. We're excited to highlight how our team members have come together to support the residents at the Ronald McDonald House in Cleveland, OH and give back to the community that supports us all year round.