Justin Maddy
Vice President | M&A Business Development - Liquidity & Succession at LPL Financial | Hilton Head Island, South Carolina, United States
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As Vice President of Strategic Business Development at LPL Financial, Justin Maddy plays a pivotal role in empowering financial advisors to unlock the full potential of their practices through the Liquidity & Capital program. With a keen focus on monetization strategies and succession planning, Justin consults with advisors to navigate the complexities of business transitions, ensuring they can capitalize on their hard work while preparing for the future. His expertise lies in understanding the unique needs of each advisor, allowing him to tailor solutions that optimize operations and secure the necessary capital for strategic growth.
Justin's responsibilities extend to representing LPL as an institutional buyer in mergers and acquisitions, where his insights into market trends and valuation strategies are invaluable. His proficiency in relationship management and business development enables him to foster strong connections with advisors, guiding them through the intricacies of liquidity options and succession strategies. With a solid foundation in financial regulations, evidenced by his Series 7 and Series 63 licenses, Justin is well-equipped to provide comprehensive support in a rapidly evolving financial landscape.
Key projects under Justin's leadership include the development of innovative financial solutions that not only enhance the operational efficiency of advisory practices but also facilitate seamless transitions for retiring advisors. By leveraging his extensive industry knowledge and strategic acumen, Justin Maddy is committed to helping advisors achieve their long-term goals, ensuring that they can monetize their businesses effectively while laying the groundwork for future success.
Vice President | M&A Business Development - Liquidity & Succession at LPL Financial in March 2023 to Present
Managing Director of Business Development at Sowell Management in January 2022 to January 2023
Director Of Business Development at Sowell Management in April 2021 to January 2022
Vice President, RIA Custody Sales at Fidelity Investments in August 2016 to April 2021
Business Development Consultant at Fidelity Investments in June 2014 to August 2016
Regional Sales Director - RIA Channel at Columbia Management in September 2010 to June 2014
Financial Representative at Fidelity Investments in December 2009 to October 2010
Financial Services Intern at Ameriprise Financial Services, Inc. in January 2008 to May 2008
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Series 7
Series 63
Sales
Business Development
Relationship Management
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Discover more about LPL FinancialWhat is Justin Maddy email address?
Email Justin Maddy at [email protected] and [email protected]. This email is the most updated Justin Maddy email found in 2026.
What is Justin Maddy phone number?
Justin Maddy phone number is +16175638350.
How to contact Justin Maddy?
To contact Justin Maddy send an email to [email protected] or [email protected]. If you want to call Justin Maddy try calling on +16175638350.
What company does Justin Maddy work for?
Justin Maddy works for LPL Financial
What is Justin Maddy's role at LPL Financial?
Justin Maddy is Vice President | M&A Business Development - Liquidity & Succession
What industry does Justin Maddy work in?
Justin Maddy works in the Financial Services industry.
Justin Maddy Email Addresses
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