Client Service Assistant
Merissa is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. She partners with advisors to provide support on administrative tasks and client management functions.
Merissa has worked in the financial services industry for 10 years at companies including Bank of America, Simsbury Bank, and Planet Home Lending, LLC. She joined LPL in 2021 to apply her experience working with Advisors in the Admin Solutions Program. She enjoys working with advisors in her role on the Admin Solutions Team.
Merissa lives in Connecticut with her spouse, two sons and dog. She enjoys spending time with her family at her neighborhood lake, hiking, playing tennis and golf.
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Based in Princeton, NJ, helping individuals and multi-generational families plan for their future.
500 College Road East
Princeton, NJ 08540
(609) 917-7550 (office)
(609) 917-7551 (fax)
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