Investment Services at Bay Federal Credit Union welcomes LPL Financial Advisor Emily Quatman

BOSTON, MA (September 15, 2020) — Emily Quatman has joined Investment Services at Bay Federal Credit Union located in Capitola, CA.

“We are excited to welcome Emily to our investment services team,” said EVP/Program Manager Tonée Picard. “Emily’s commitment to client service and objective, personalized financial advice aligns with our organization’s values. We look forward to her contributions, allowing us to expand the depth of services that we can provide to our clients.”

Quatman brings more than 14 years of financial services experience to Investment Services at Bay Federal Credit Union. A resident of the San Lorenzo Valley, she has an extensive background in establishing, cultivating, and maintaining client relationships. Quatman chose to partner with the credit union because of its philosophy of “People Helping People” and giving back to the community aligns with her personal values.

LPL Financial is the nation’s leading provider of third-party investment services to banks and credit unions, offering insurance and investment services to approximately 800 banks and credit unions nationwide.* LPL provides personalized support, a robust, integrated technology platform, investment solutions and practice management resources that enable the delivery of objective financial advice.

Emily Quatman

About LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. LPL and its affiliated companies provide financial services only from the United States.


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