Nadeen Seryani

Elizabeth Lee

Elizabeth Lee

Senior Marketing Consultant


Elizabeth Lee is part of LPL's Business Solutions team. With nearly a decade of experience in both traditional and digital marketing, Elizabeth designs and executes marketing strategies to help advisors grow their business. Prior to joining LPL, she worked as the Marketing Coordinator at Canterbury Consulting, where she focused on building events, proposals, presentations, and online marketing initiatives that promoted Canterbury’s services and brand.

Elizabeth graduated from the University of California, Irvine (UCI) and is a Southern California native. She spends her spare time volunteering with the Alzheimer’s Association and the UCI Paul Merage School of Business’ Center for Investment and Wealth Management, which serves as a resource for financial education with goals of increasing financial literacy and minimizing financial instability.

Jason Sherr

Jason Sherr

MANAGING PARTNER

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Merrick Minh Nguyen

Merrick Minh Nguyen

MANAGING PARTNER

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Kim Burdeaux–Neal

Kim Burdeaux–Neal

DIRECTOR OF CLIENT RELATIONS

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Doug Blanchard

Doug Blanchard

ADMINISTRATIVE ASSISTANT

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