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Jeremy Holly

Practice Management > Building Your Business > Leadership

LPL Veteran Returns to Lead Strategic Business Development

By Jeff Berman

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Jeremy Holly, who was with LPL Financial for over 18 years before leaving in 2021, has rejoined the company as executive vice president of strategic business development, LPL said Wednesday.

In the role, Holly will oversee efforts to build out the firm’s liquidity and succession and merger and acquisition solutions functions, LPL said.

Holly was a key leader at LPL, most recently leading corporate development and Advisor Financial Solutions from 2017 to 2021.

He rejoined LPL from registered investment advisor SageView Advisory Group, where he was the chief development and integration officer, responsible for the firm’s acquisitions, recruiting and synergy realization.

Welcoming Holly back to LPL, Rich Steinmeier, LPL managing director and divisional president of business development, said in a statement: “Jeremy is a seasoned leader who will move some of our most significant growth opportunities from startup to formation mode.”

Steinmeier added: “Not only will he help support our current advisors as they plan the futures of their businesses, but he’ll also help build out some of our programs that continue to be differentiators and growth engines for the firm.”

Separately, LPL said Thursday that the family team at Sopher Financial Group joined LPL’s broker-dealer, RIA and custodial platforms. The Sopher team reported having served about $200 million in advisory, brokerage and retirement plan assets and join LPL from Kestra Financial.

The multigenerational team, based in Metuchen, New Jersey, is led by Daniel Sopher, managing partner, who has over 30 years of experience in the financial services industry. He is joined by sons Bobby Sopher, director of financial planning and lead advisor, and Matthew Sopher, client services director, in addition to Judi Diamond, longtime office manager.

Pictured: Jeremy Holly

Jeff Berman

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