Virtual Office Assistant
Shantia McMillon EPM's Virtual Office Assistant, located within the headquarters of our broker dealer, LPL Financial. She partners with our advisors to provide support on administrative tasks and client management functions.
Shantia joined LPL in January 2017. She has served as a member of the New Accounts specialized team, assisted the mutual fund trading department as a back-up trader, and processed service requests as an Associate Service Consultant in New Accounts. She previously worked for four years in the business office at Strayer University.
Shantia is originally from Rochester, NY and has lived in Charlotte, NC since 2012. She enjoys reading, traveling, and trying new restaurants and breweries.