 |
 |
 Scott
Holley
President
Scott has been a dedicated
wealth management and financial
services professional since
1975. He was certified with the
New England Financial Advisors
in 1982, is an Investment
Advisor Representative and a
registered representative of
Linsco/Private Ledger.
Scott is the Senior Business and
Corporate Financial Planner with
SBC. He has lectured at the
Purdue University School for
Financial Planning, provides an
annual lecture for the Butler
University graduating Pharmacy
class, and the Butler MBA
alumni. He has also provided
financial education programs
and/or seminars for more than 20
public companies. Scott has
provided business planning
programs/seminars for Central
Indiana area Chambers of
Commerce, and the Indiana
Business Modernization
Technologies Corp (BMT).
Scott continues to be active in
providing financial planning and
advisory services to his
individual clients, including:
The development and
implementation of complete
financial strategies, Asset
Management, Retirement Income
Management, Risk Management, and
Estate Planning.
scott.holley@lpl.com |
 |
 Patrick
Morrow
Executive Vice President
Pat is a Chartered Financial
Consultant (ChFC). He is an
Investment Advisor
Representative and a registered
representative of Linsco/Private
Ledger. Pat is also a Senior
Financial Planner and is
Chairman of the Financial
Education Program Committee and
Chairman of the Financial
Products Committee for SBC.
He holds an Indiana Long-Term
Care Certification. Pat has
provided financial education
programs and/or seminars for
more than 20 public companies,
and is also active in providing
business planning
programs/seminars for several
Central Indiana area Chamber of
Commerce.
patrick.morrow@lpl.com
|
Thomas P. Galullo
CFP®
Tom is a Senior Financial
Planner with SBC. Tom is a
registered investment advisor
and a registered representative
of Linsco/Private Ledger.
Tom is the Director of the
Client Services Committee for
SBC. He provides financial
education programs for the
Butler University MBA School
Alumni and other public
companies throughout Indiana.
Tom provides comprehensive
Financial Planning and asset
management strategies for
individuals and small businesses
throughout Indiana. Tom
also holds an Indiana long-term
care certification.
tom.galullo@lpl.com |
| |
Erin N. Holley
Director of Research and
Portfolio Management
Erin is a registered investment
advisor and a registered
representative of Linsco/Private
Ledger. Erin is a recent
graduate of the Indiana
University Kelley School of
Business with a degree in
Finance and Economics.
erin.holley@lpl.com
|
| |
Rudolph A. Mahara, CLU, ChFC
President -
Strategic Benefit Consultants
Northeast
Rudy is the President of
Strategic Benefit Consultants NE
(SBC's Ft. Wayne office).
Rudy is a registered investment
advisor and a registered
representative of Linsco/Private
Ledger. Rudy is a Senior
Financial Planner and Director
of the Insurance Division for
SBC. Rudy has served as an
adjunct professor on the faculty
of IPFW University since 1989
teaching courses in Financial
Planning and Income & Asset
Management. Rudy has also
moderated classes in Estate
Planning, and Long-Term Care
Planning for seniors. Rudy
continues to be active in
providing Financial Planning and
Advisory Services for his
clients.
Rudolph.Mahara@lpl.com |
| |
|
|
|
