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LPL Financial

LPL Financial changes downtown locations, making room for financial advisor

By Howard B. Owens

LPL Financial is growing, and to accommodate the growth has moved into new office space in Downtown Batavia.

The financial services office is now located at 216 E. Main St., #3.

Joining LPL as a financial advisor is Judy Thompson, who has more than 30 years experience in the financial services industry.

“We are very excited to have Judy working along side us at LPL,” said Marc Staley, managing principal. “She brings tremendous experience to our office, along with many wonderful relationships throughout Genesee and Wyoming counties”

Thompson joined the firm Nov. 28.

“I am thrilled about continuing my career as an independent advisor,” Thompson said. “I am very passionate about servicing my clients, and dedicated to the ongoing commitment that it takes to build solid relationships with them.”   

Thompson joins the team that already included Jill Meeder, relationship manager.

Staley said that with Thompson’s addition, LPL needed more private and functional office space, so the firm moved from its former location at Main and Jackson streets.  

“Jill and I knew we wanted to stay downtown and remain in the BID," Staley said. "We loved our old location, but privacy and confidentiality became an issue as we grew. Our new space has four large offices, a conference room and a nice reception area.” 

The space also opens the door for adding another financial advisor to the staff at some point in 2012.

It's a matter of finding the right person, Staley said.

“Judy and I share a very similar approach to managing our clients, and it just happens to fit perfectly with LPL’s model," Staley said.

Judy lives in Attica with her husband Peter. She can be reached in her new office at 345-9797 or by email at judy.thompson@lpl.com.

Photo: Staley, left, Thompson and Meeder.

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