Cady McCarty

Administrative Assistant, LPL Financial

Professional Bio

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 support 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. She also worked as a Virtual Assistant to help advisors manage day-to-day tasks to support business operations.

Personal Bio

Cady McCarty resides in southeast 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.