CHARLOTTE, N.C. – December 3, 2018 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, today announced Sean Brennan has joined the firm as Director of Marketing and Branding.
In this newly created position, Brennan leads the development and implementation of IAA’s marketing, brand development, and social media strategies.
“Sean is a creative and seasoned visionary who will help IAA build a differentiated marketing plan for our firm and our network of advisors,” said Robert Russo, IAA’s Founder and CEO. “We’re excited to have Sean join the team as we continue to transform and lead the IAA brand into the future.”
Brennan brings over 24 years of marketing, design, and branding experience to IAA. He has held various roles in the financial services and technology sectors, most recently serving as the Director of Marketing and the in-house Design Group at Independent Financial Partners where he established the firm’s marketing strategies, graphic and web design services, brand development, and messaging and positioning, from the ground up.
“It’s exciting and refreshing to work at a firm that truly understands and values the strategic use of marketing and branding as a differentiating force to support the firm’s business objectives,” said Brennan. “Even more inspiring is Robert’s vision and commitment to utilizing marketing and branding as a core, foundational component to the success of the firm and advisors. I look forward to building relationships with IAA advisors and supporting and collaborating with the IAA team.”
Brennan holds both an MS in Communication Design and an MPS in Design Management from Pratt Institute and a BFA in Graphic Design from Ringling College of Art and Design.
Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. IAA provides its affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2013, today IAA serves 153 independent financial advisors in 19 states, servicing a total of more than $5 billion of client assets as of March 2018.
LPL Financial provided service to approximately $615 billion in brokerage and advisory assets as of December 31, 2017. LPL is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2018). The Company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to more than 15,000 financial advisors and over 700 financial institutions. LPL Financial and its affiliates have primary offices in Boston, Fort Mill, and San Diego. For more information, visit www.lpl.com.
Investment advice offered through Independent Advisor Alliance, a registered investment advisor and separate entity from LPL Financial. Securities offered through LPL Financial. Member FINRA/SIPC.
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