LPL Financial Names Joan Khoury Managing Director and Chief Marketing Officer
SAN DIEGO, Feb. 27, 2012 /PRNewswire/ -- LPL Financial LLC, the nation's largest independent broker-dealer* and a wholly owned subsidiary of LPL Investment Holdings Inc. (NASDAQ: LPLA), today announced that Joan Khoury has been named managing director and chief marketing officer, effective immediately. She will be based in San Diego, and will report to Robert Moore, chief financial officer at LPL Financial.
In her new role, Ms. Khoury will be responsible for driving the company's overall marketing strategy, as well as executing programs that will promote profitable growth and innovation, and broaden the strategic reach of LPL Financial. She will oversee all marketing initiatives across the organization – including marketing and brand strategy, advertising, corporate identity, public relations, customer communications, and field marketing – and will also manage its market research and analysis, marketing regulatory review, and business development advertising functions.
Joan Khoury brings more than two decades of financial services experience to her new role. Prior to joining LPL Financial, Ms. Khoury was senior vice president, strategic marketing at Merrill Lynch, where she led a 90-member marketing organization and developed a range of innovative marketing programs in support of the firm's wealth management business. For this work, Ms. Khoury and her team were recognized with numerous marketing awards, including being named Brokerage Category Winner for Media Strategy by The Journal of Financial Advertising & Marketing.
In earlier roles, Ms. Khoury was SVP, global head of marketing, for Wachovia, Evergreen Investments; managing director and group head of the global marketing division for Bank of New York Mellon; and VP, marketing manager, for Bank of America. She began her professional career managing marketing and communications for United Way in Macon, Georgia.
Mr. Moore said, "We are very pleased to welcome Joan Khoury to LPL Financial. 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. We are particularly excited to leverage Joan's deep experience empowering advisors to define their value proposition to support our customers' efforts to build and strengthen client relationships and to grow their business."
Ms. Khoury earned a Bachelor of Arts in business administration from Wesleyan College in Georgia and is FINRA Series 7, 24, and 63 registered.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2011), a top RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 12,800 financial advisors and approximately 670 financial institutions. In addition, LPL Financial supports over 4,000 financial advisors licensed with insurance companies by providing customized 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. For more information, please visit www.lpl.com.
Securities offered through LPL Financial. Member FINRA/SIPC
*Based on total revenues, Financial Planning magazine, June 1996-2011
LPLA-C
LPL Financial Media Contacts
Michael Herley
Kekst and Company
(212) 521-4897
[email protected]
SOURCE LPL Financial LLC
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