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Denize P
Series 66
Marlton, NJ
LPL Enterprise
Denize Phillip is a financial advisor at LPL Enterprise with two years of industry experience. She holds the Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, she volunteers with the Chamber of Commerce Southern New Jersey. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.
Susan W
Series 63, Series 65
Marlton, NJ
LPL Enterprise
Susan Witte is a financial advisor at LPL Enterprise with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she serves as Vice President of Membership for the Sisterhood at Congregation Kol Ami, a nonprofit organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.
Kristen H
Series 65, Series 63
Marlton, NJ
LPL Enterprise
Kristen Hoey is a financial advisor at LPL Enterprise with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as an executor of estates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.
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