Virtual Administrative Assistant
Leann Eberts is an Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions. Leann has five years of experience in the financial services industry. Prior to joining LPL, she served as a Team Lead in New Business at MassMutual, where she worked closely with financial advisors clearing any NIGO issues, managing account escalations, and processing new business submissions. She also worked in the government assistance sector for five years as a case manager. She is dedicated to managing and guiding a seamless client experience.
Leann was born and raised in Lancaster, South Carolina. She lives with her children Jared and Shyanne, as well as Lottie the Dachshund. She loves to travel, go camping, and spend as much time outdoors as possible.