Marty Monahan is a CFO for the LPL CFO Solutions team. He provides our team with
actionable insights based on financial analysis and strategic planning.
Marty’s financial services career spans over 15 years. He has worked as an advisor in
both the Wirehouse and RIA environment. During that time he served on the
management team that brought two struggling field offices to the top of the company
nationally prior to being the Chief Operating Officer of an RIA in the Charlotte area.
Education and licensing
Marty received a Bachelor’s Degree and an MBA from Winthrop University. He is
FINRA Series 7, 63, & 66 registered through LPL and maintains the Certified
Financial Planner® designation. He is also a Lean Six Sigma Black Belt Professional®
and Six Sigma Champion Certified ™.
Originally from the northeast, Marty now resides in Fort Mill, South Carolina with his
wife, Alison, and his son, Bentley. While his greatest enjoyment comes from spending
time with his family, he also loves sports, gardening, learning and the outdoors.