LPL Financial says it has hired Angela Xavier to serve as executive vice president of Independent Advisor Services Business Consulting.
Reporting to Andy Kalbaugh, managing director and divisional president of National Sales and Consulting, Xavier will focus on strategies to deepen relationships between the independent broker-dealer and its advisors.
She has had a 23-year career in the hospitality industry and recently led sales for InterContinental Hotels Group’s Americas division.
“Angela has proven experience building value-added B2B relationships, which is central to the work we do every day with our advisors, using our firm’s scale and expertise to help advisors grow their businesses,” according to Klbaugh. “She shares our focus on data-driven decision making in the hands of passionate people to deliver results.”
In other news, the Advisor Group of IBDs — FSC Securities Corp., Royal Alliance Associates, SagePoint Financial and Woodbury Financial — has named Lori Love to the newly created role of chief customer experience officer. She reports to Advisor Group President and CEO Jamie Price.
The appointment comes on the heels of the company’s rollout of its eQuipt technology platform.
“We created the new position of chief customer experience officer because our advisors are our customers, and customers want more than just platforms and services — they want an amazing experience,” Price said in a statement. “We hired Lori Love for this role because she shares our vision for a customer experience-driven strategy.”
Earlier, Love worked for Internet Brands — including for clients like webMD, as well as for Disney Interactive, Evolve Media, Yahoo/Overture Services and Wells Fargo.
According to Love, “I believe there is a remarkable opportunity to replicate the best practices other industries have painstakingly developed over the years, while adapting and augmenting them for the independent wealth management space.”
Carole Wentz has been appointed division executive for Merrill Lynch’s Texas Mountain South division. Wentz began her career as an advisor in Dallas and has been in leadership roles for Merrill Lynch Wealth Management for the past 24 years, most recently serving as market executive for Greater Orange County in Southern California.
She is now charged with leading growth in Arizona, Colorado, Montana, New Mexico, Oklahoma and Texas, which are home to more than 3,300 Merrill Lynch Wealth Management employees.