Sarasota, FL Magic Oak Ln Office

Team
Updated today
LPL Enterprise logo

LPL Enterprise

Institution

Firm-wide stats for LPL Enterprise

Total advisors

3,114

Across 861 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

LPL Enterprise, LLC serves a broad mix of clients — individuals (including high‑net‑worth clients), retirement plans, charitable organizations, corporations and other institutional clients — through both advisory and brokerage channels. Its services include financial planning and consulting, access to LPL’s Model Wealth Portfolios wrap program, third‑party asset management (TAMP) arrangements, and the ability to purchase a range of brokerage and insurance products through its broker‑dealer and affiliated insurance entity.

Investment advice is delivered primarily by investment adviser representatives (IARs) who use LPL’s research, model portfolios and third‑party portfolio strategists; MWP accounts provide discretionary implementation by LPL, while many TAMP arrangements are managed by third‑party sponsors or subadvisors. Financial planning engagements are typically non‑discretionary, point‑in‑time consultations, and IARs assist clients with program selection, account setup and ongoing monitoring where appropriate.

What is noteworthy relative to many peers is the firm’s integrated platform that combines adviser programs with active sales of other financial products — including insurance through an affiliated agency — and its role in LPL’s collateralized lending program (including the Secured Credit Account) where LPL may act as lender. The firm relies on co‑investment and referral relationships with TAMP sponsors and affiliated trust custodians rather than offering a standalone formal selection‑of‑other‑advisers service, and it discloses actual performance and third‑party ratings while not presenting hypothetical performance in its materials.

Based on LPL Enterprise

Location

3403 Magic Oak Ln

Sarasota FL 34232

Advisors at this office

8

Advisors at this office

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Anna W

Series 66

Sarasota, FL

LPL Enterprise

Anna Wustin is a financial advisor at LPL Enterprise with two years of industry experience. She holds a Series 66 designation and has prior experience at Pruco Securities LLC and The Prudential Insurance Company of America, where she also works as a Sales Support Specialist. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

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

Series 66

Sarasota, FL

LPL Enterprise

Saylor Evans is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Evans worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines adviser programs with the sale of other financial products.

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

Stephen T

Series 66

Sarasota, FL

LPL Enterprise

Stephen Tavano is a financial advisor with LPL Enterprise who holds a Series 66 designation and has 12 years of industry experience. His career includes prior roles at Innovative Asset Management, Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. Outside of his advisory work, he operates a small business providing notarization services to friends and neighbors. 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, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products delivered via an integrated platform combining advisory services with financial product sales.

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

Wafa B

Series 66

Sarasota, FL

LPL Enterprise

Wafa Bekhti is a financial advisor with LPL Enterprise and holds the Series 66 designation. She began her advisory career in 2026 and previously worked in retail and banking roles at Dillards, Crate and Barrel, and Bank United. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

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

Series 65, Series 63

Sarasota, FL

LPL Enterprise

Mounira Ben Aissa is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and has 13 years of industry experience. She previously worked with The 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 through both advisory and brokerage channels, offering financial planning, consulting, and access to model portfolios and third-party asset management programs.

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

Barbora H

Series 66

Sarasota, FL

LPL Enterprise

Barbora Hawkins is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at The Prudential Insurance Company of America and Pruco Securities LLC since 2023. She also spent eight years at St. Francis Winery & Vineyards before entering the financial services industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm provides financial planning, advisory services, and access to a broad range of brokerage and insurance products through its integrated platform.

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

Leslie M

Series 63, Series 65

Sarasota, FL

LPL Enterprise

Leslie Maskewitz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining LPL Enterprise in 2024, Leslie worked at Prudential Insurance Co. of America and Pruco Securities, LLC. She is also involved in a finance and insurance business, MDM Wealth Advisors. 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, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

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

Timothy M

Series 63, Series 66

Sarasota, FL

LPL Enterprise

Timothy Mariano is a financial advisor at LPL Enterprise with 28 years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, and GFI (HK) Securities LLC. He is also president of two healthcare insurance companies, First United Benefit Groups and First United Benefit Corp. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that combines proprietary research, model portfolios, and third-party management.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
View complete list of advisors at this office
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