LPLA LPL Financial Holdings Inc.

LPL Financial Appoints Ilan Davidovici as Executive Vice President, Corporate Strategy

LPL Financial Appoints Ilan Davidovici as Executive Vice President, Corporate Strategy

SAN DIEGO, Jan. 12, 2026 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced that Ilan Davidovici has joined the firm as executive vice president, Corporate Strategy. In this role, Davidovici will lead LPL’s Corporate Strategy team, partnering across the organization to define long-term vision, shape strategic priorities, evaluate growth opportunities and position LPL for sustainable success.

Davidovici brings more than 20 years of experience driving transformation and growth across the financial services industry. Most recently, he served as principal and general partner at Edward Jones, where he led client and branch experience management and implemented an experience-first operating model that enhanced advisor and client engagement.

Before Edward Jones, Davidovici held senior leadership roles at Salesforce, where he launched and scaled the firm’s wealth and asset management offering globally, and at Deloitte Consulting, where he led transformational programs for global financial institutions. Earlier in his career, he co-founded Citadel Trust Advisors, building a growth-focused wealth and trust administration firm.

“Ilan’s deep expertise in strategy, digital transformation and client experience will be instrumental as we advance our long-term vision and accelerate enterprise growth,” said Marc Cohen, LPL’s chief growth officer. “His leadership will help us unlock growth, foster innovation and deliver exceptional experiences for advisors and clients.”

Davidovici holds a Bachelor of Science in speech communications, marketing and business studies from the University of Texas and completed international business studies at Hebrew University in Jerusalem. He is based in LPL’s New York office.

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit .

Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the “” or “” section of our website. 

Media Contact: 

 

(402) 740-2047

A photo accompanying this announcement is available at

Tracking #846981



EN
12/01/2026

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on LPL Financial Holdings Inc.

 PRESS RELEASE

LPL Financial Welcomes Oak Bridge Financial, LLC

LPL Financial Welcomes Oak Bridge Financial, LLC SAN DIEGO, Jan. 14, 2026 (GLOBE NEWSWIRE) --  announced today that the financial advisors of have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based in Houston, Oak Bridge is led by industry veterans Peter Goudeau Jr. LUTCF®, CLU®, ChFC®, RICP®, APMA®, and Larry Boyd MBA, APMA®, LUTCF®, who bring a combined 45 years’ experience and founded the firm in 2007. The firm ser...

 PRESS RELEASE

Wealth Management Leaders Suzanne Elovic and Mike Murphy Join LPL Fina...

Wealth Management Leaders Suzanne Elovic and Mike Murphy Join LPL Financial to Strengthen Advisor and Client Service SAN DIEGO, Jan. 13, 2026 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced the appointments of Suzanne Elovic as executive vice president, head of supervision, and Mike Murphy as executive vice president, head of service. Both leaders will be based in the firm’s New York office, reporting to John O’Neill, executive vice president and head of Service & Supervision. Suzanne Elovic: Driving Modernization in Supervision Elovic will lead efforts to enhanc...

 PRESS RELEASE

LPL Financial Appoints Ilan Davidovici as Executive Vice President, Co...

LPL Financial Appoints Ilan Davidovici as Executive Vice President, Corporate Strategy SAN DIEGO, Jan. 12, 2026 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced that Ilan Davidovici has joined the firm as executive vice president, Corporate Strategy. In this role, Davidovici will lead LPL’s Corporate Strategy team, partnering across the organization to define long-term vision, shape strategic priorities, evaluate growth opportunities and position LPL for sustainable success. Davidovici brings more than 20 years of experience driving transformation and growth across...

 PRESS RELEASE

LPL Financial Announces Fourth Quarter and Full Year 2025 Earnings Rel...

LPL Financial Announces Fourth Quarter and Full Year 2025 Earnings Release Date and Conference Call SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (the “Company”), the parent corporation of LLC, announced today it will report fourth quarter and full year financial results after the market closes on Thursday, January 29. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.The conference call will be accessible and available for replay at . Contacts Investor Relations Media Relations About LPL Financial LPL Financial Ho...

 PRESS RELEASE

Somesh Khanna Elected to LPL Financial Board of Directors

Somesh Khanna Elected to LPL Financial Board of Directors SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- (Nasdaq: LPLA), a leading wealth management firm, today announced that Somesh Khanna has been elected to the company’s board of directors as an independent director. Khanna currently serves as a senior advisor at McKinsey & Company and is the executive co-chair of Apexon, a technology services firm specializing in artificial intelligence, data and digital-first solutions. He also serves on the boards of KeyCorp and Persado. Khanna brings more than three decades of leadership experienc...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch