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David D

Series 66

Crofton, MD

LPL Enterprise

David Donnelly is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds the Series 66 designation and has worked previously at SunTrust Advisory Services, Prudential Insurance Company of America, and Pruco Securities LLC. Outside of advising, he is involved in Prudential Sponsored Non-Variable Insurance activities. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining advisory programs with brokerage and insurance sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Samuel E

Series 66

Crofton, MD

LPL Enterprise

Samuel Emery is a financial advisor with LPL Enterprise in Crofton, MD, holding a Series 66 credential and three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Emery has a background in the medical device industry, having held roles at Medtronic, Inc., Invasix, Inc., and Smith and Nephew. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients by providing financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance product sales through an affiliated agency, offering a comprehensive platform to its clients.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Ethan W

Series 66

Crofton, MD

LPL Enterprise

Ethan Wittner is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has worked previously at PRUCO Securities, LLC. Outside of advisory work, he is involved with Rite Way Valet. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, model portfolio services, third-party asset management, and brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Matthew P

Series 66

Crofton, MD

LPL Enterprise

Matthew Pepe is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by proprietary research, model portfolios, and third-party management. The firm integrates adviser programs with other financial products, including insurance and collateralized lending.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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