About
LPL FINANCIAL
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
The following brochure will tell you more about my partnership with LPL Financial: Power of Affiliation
Constance M. Wark
Financial Advisor
Phone: (617) 342 7244
Fax: (617) 342 7080
Email: Constance.Wark@lpl.com
In thirty years of helping people pursue financial success, I’ve found that the most positive results come from building meaningful relationships with my clients, developing an in-depth understanding of their needs, and keeping them focused with specific guidance on working toward their goals. I believe this approach has allowed them to send their children to college, become entrepreneurs, advance philanthropic interests, live well in retirement, and restore financial stability after personal loss. Outcomes such as these are potentially the result of individualized attention, experience and objectivity, and a sincere interest in my clients’ aspirations.
As a graduate of Boston University, I joined Prudential Insurance in 1979 and was nationally recognized as the first female recipient of numerous awards in sales and sales management. The training and experience I received at Prudential shaped my outlook on being a financial professional and was the springboard to becoming an independent advisor. In 1987, I joined LPL Financial (formerly Linsco), and I take great pride in working with many of the same clients to this day.
Prior to entering the financial services profession, I managed a Newbury Street art gallery and I retain a dedicated interest in the arts, agriculture, nutrition, and travel. I am a member of the international organization Les Dames d’Escoffier; have served as ambassador to Italy’s National Observatory for Female Entrepreneurship and Work in Agriculture; and was bestowed the honor of Cavaliere dell’Ordine della Stella della Solidarietà Italiana for working to preserve and promote Italian culture. My service to others extends into the local community, as well, especially at area nursing homes where I volunteer as a companion and friend to older adults.
Products and services include:
Fee-based Asset Management - to provide you with objective, non-commission based investment management through LPL Financial Advisory Services, a Registered Investment Advisor.
Socially Responsible Investing - to provide an investment path that is consistent with your personal and social values and offers to you the opportunity to select investment products that follow environmental, social and governance (ESG) guidelines.
Investment Portfolio Analysis - to keep you informed of how your investments are performing, to help you to make educated decisions, and to make adjustments as needed.
Retirement Planning – to design a tax-efficient investment strategy to help you to meet your long term retirement goals.
College Planning – to ensure that you are ready for tuition payments when your children are ready for college.
