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Thomas B

Series 66

Boca Raton, FL

LPL Enterprise

Thomas Branchini is a financial advisor at LPL Enterprise with 44 years of industry experience. He holds a Series 66 designation and has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC over a 51-year span before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual investors, high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

Tax-loss harvesting
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