Cady McCarty is an Administrative Assistant at LPL Financial for Admin Solutions. She is an industry-trained professional skilled at supporting the administrative needs of financial advisors and their clients.
McCarty is trained in LPL systems such as ClientWorks and Account View to support new account openings and process account activities, policies and statements to assist client needs and escalate issues when necessary.
Before joining LPL, McCarty served eight years at Cambridge Investment Research, where she provided advisor support managing their CRM and processing new accounts.
Cady resides in southwest Iowa with her husband, Richard, and their two daughters, Madilyn and Eleanora. In her free time, she loves to spend quality time with her daughters and take family trips camping and fishing in the great outdoors.