In her role as a Sr. LPL Financial Planning Consultant, Gillian
Stoddard supports Wizdom Wealth where she assists in developing and
executing comprehensive financial plans. As a member of the LPL Financial
Planning Group, Gillian partners with advisors to deliver financial planning
support by providing detailed data analysis and cultivating planning strategies
to help advisors assist clients in pursuing their financial goals. LPL Financial
Planning Group. LPL Financial's Financial Planning Group is not affiliated with Wizdom Wealth.
Gillian Stoddard is a Sr. LPL Financial Planning Consultant with four years of
experience as a financial advisor at both large and small firms, specializing in
developing and implementing comprehensive financial plans and building
strong, transparency-based client relationships. She holds the Certified Divorce
Financial Analyst (CDFA®) designation, Series 7 and 66 through LPL Financial, and LAH licenses, and
is passionate about helping clients navigate complex life transitions while
bringing clarity to their financial picture. Gillian is dedicated to supporting
Wizdom Wealth as a collaborative resource on planning strategies.
Outside of work she enjoys tennis, reading, and spending time with her fiancé,
family, and friends in Westchester, NY