Sara Machado is part of LPL Admin Solutions and supports multiple advisors. With over six
years of experience in financial services, including a strong background in both account
and investment banking, Sara brings a keen eye for detail and a deep understanding of
financial operations. She previously served Raymond James as an Administrative
Coordinator.
Sara’s strength in client service and documentation management will
enhance our ability to provide you with timely, accurate support and a seamless client
experience.