Greensburg, PA Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

3

Of 3,118 advisors across 855 offices

Location

4000 Hempfield Plaza Blvd, Ste 980

Greensburg PA 15601

Advisors at this office

3

Advisors at this office

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Staci V

Series 66

Greensburg, PA

LPL Enterprise

Staci Vitali is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. In addition to her financial career, Vitali has operated Vitali's Greenhouses since 2005. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

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

Series 63, Series 65

Greensburg, PA

LPL Enterprise

Patrick McGrogan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, MassMutual Life Insurance Company, and METLIFE SECURITIES Inc. He is also involved as a principal in The Rock Financial Services Westmoreland LLC, an entity formed to manage shared business expenses such as office leasing and related costs. 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 arrangements, and a range of brokerage and insurance products.

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

Series 66

Greensburg, PA

LPL Enterprise

Craig Yost is a financial advisor with LPL Enterprise holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, MassMutual Life Insurance Company, Mass Mutual Investors Services, and Metlife Securities, Inc. He serves as President of The Rock Financial Services LLC, a non-investment business entity shared with other Prudential agents. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory services with other financial product sales.

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