William P. Morrissey Jr. — Managing Director and Divisional President of Business Development at LPL Financial

Mr. William P. Morrissey, Jr., also known as Bill, serves as Managing Director and President of Business Development at LPL Financial LLC. Mr. Morrissey serves as Managing Director and Divisional President of Business Development at LPL Financial Holdings Inc. He served as has been Division President for Independent Advisor Services at LPL Financial LLC since June 2015. Mr. Morrissey served as the Managing Director of Independent Advisor Services Business Unit at LPL Financial Corporation since April 2014. Mr. Morrissey led a business unit that provides solutions and relationship management to LPL Financial's independent advisors and oversees IAS business development. He served as the Managing Director of Independent Advisor Services at LPL Financial Holdings Inc. Mr. Morrissey has nearly three decades of financial services experience. He has spent 10 years at LPL, as Executive Vice President of Business Development, responsible for recruiting new advisors and their practices. He joined LPL Financial Corporation in 2004 as Senior Vice President of Advisory Consulting Services, responsible for overseeing and successfully building the sales, marketing and development of its advisory platforms. Prior to joining LPL Financial, he spent 17 years at Fidelity Investments in a variety of leadership roles across product, sales and distribution. He also held positions at Merrill Lynch, where he built out a high-net-worth unit to support its New England wealth management business. He graduated from Boston College with a B.S. in Political Science.