South Burlington, VT 1233 Shelburne Rd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

6

Of 22,678 advisors across 10,413 offices

Location

1233 Shelburne Rd #E3

South Burlington VT 05403

Advisors at this office

6

Advisors at this office

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Erin T

CFP®, Series 66

South Burlington, VT

LPL Financial

Erin Tress is a CFP® with five years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, Concord Wealth Management, and Echo Global Logistics. Outside of her advisory work, she volunteers with a local income tax assistance program and serves as a board member for a condominium association in South Burlington, VT. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management, supported by research and multiple investment approaches.

College savings (529s, UTMA, etc.)
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Daniel G

Series 63, Series 65

South Burlington, VT

LPL Financial

Daniel Garza is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials. He has been with LPL Financial since 2026 and has previously worked at Thrivent Investment Management Inc. Outside of his financial career, he was involved with Younglife Youth Group for four years and worked in athletics marketing at Texas Christian University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research resources.

College savings (529s, UTMA, etc.)
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Megan F

Series 63, Series 66

South Burlington, VT

LPL Financial

Megan Flood is a financial advisor with LPL Financial in South Burlington, Vermont, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with LPL Financial since 2018 and previously worked at Lincoln Financial Securities and ALPS Holdings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
user avatar

Gregory M

CFP®, ChFC®, Series 63, Series 65

South Burlington, VT

LPL Financial

Gregory Mclenithan is a financial advisor at LPL Financial with 33 years of industry experience. He holds the CFP® and ChFC® designations and has been with LPL Financial since 2009. In addition to his advisory role, he operates a sole proprietorship using fixed insurance products as part of his financial services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Bryan D

Series 63, Series 66

South Burlington, VT

LPL Financial

Bryan Deslauriers is a financial advisor with LPL Financial in South Burlington, VT, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Lincoln Financial Securities Corporation and has been involved with the Vermont Expos Baseball Club for over 25 years. Deslauriers also serves as a Selectboard member for the Town of St. Albans, VT, and holds a notary public designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services supported by research and a variety of investment management strategies.

College savings (529s, UTMA, etc.)
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Richard F

Series 63, Series 65

South Burlington, VT

LPL Financial

Richard Flood is a financial advisor at LPL Financial with 56 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2018, after ten years with Lincoln Financial Securities Corporation and over four decades operating Flood Financial Services. He is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to diverse model portfolios and research.

College savings (529s, UTMA, etc.)
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