Elise Leary-Forrey

Marketing Consultant | Bridging Creative Vision with Performance Analytics

Role: Marketing Consultant at LPL Financial
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

Advertising & MarketingView LinkedIn profile

About Elise Leary-Forrey

As a graduate of Elon University with a dual degree in Communication Design and…

Experience

Marketing Consultant
LPL Financial
May 2024 — Present · Fort Mill, SC, US
Managed and maintained a book of over 15 independent financial advisors- Maintained an average CSAT score of 9.1 between 2024 and 2025 and achieved 100% retention- Curated and implemented monthly digital marketing editorial calendars for each advisor’s blog, e-newsletter, email campaigns, digital ads, and social media platforms in alignment with strategic goals- Collaborated with compliance to ensure content, brand, and messaging are approved- Analyzed performance data using Meta Business Suite and Google Analytics for quarterly reporting- Assisted rollout of password management software, Keeper, and achieved full adoption- Streamlined internal workflow for marketing product changes; improved cross-team communication, efficiency, and client experience through SOP development with leadership- Participated in a Generative AI pilot for AdvisorStream; completed a time study, co-developed SOPs- VP of PR for LPL Toastmasters (2025–2026); completed LMS Speakers Training Series.

Education

Elon University
Bachelor's degree, International Relations and Affairs, Communication Design
2018 — 2022

Contact information

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Current company

LPL Financial

Financial Services · 15K employees · Founded 1989 · San Diego, California, United States

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. finra.org sipc.org

lpl.com

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