Transition Your Federal Experience into Financial Services with Prudential & LPL Financial

Prudential Advisors - Greater Baltimore is growing their established presence across Washington D.C., Maryland, and Virginia, and are actively seeking professionals with federal government experience to join as Financial Advisors. This is a unique opportunity to transition into a purpose-driven career where you’ll help individuals and families plan for long-term financial security—while applying the discipline, integrity, and service-oriented mindset that federal professionals bring to the table.

As Regional Director for the Mid Atlantic Financial Group of Prudential Advisors, Tom leads a growing team of over 50 financial advisors across the State of Delaware and the Greater Baltimore Region. With a career rooted in leadership, Tom is passionate about empowering advisors not just to grow their businesses—but to grow personally and professionally. His leadership philosophy is grounded in coaching, integrity, and meaningful relationships. Tom brings a forward-thinking approach to the evolving financial advisor career landscape, especially during this transformative period of partnership and growth with LPL Financial. His vision is bold yet clear: to help establish the most recognized and respected financial services firm in the Mid-Atlantic. 

Outside of work, Tom shares his life with his fiancée Tara, teenagers Kade and Lexis, and their two dogs, Bentley and Jules. Deeply connected to the special needs community, Tom supports Tara in her role as Executive Director of Main Street Connect, an inclusion-focused movement where people of all abilities thrive together. A former college and semi-pro hockey player, Tom has traded in his skates for golf clubs—but his competitive spirit remains just as strong.

Vanessa joined Prudential in July 2024. Prior to Prudential, Vanessa started her career as a professional fundraiser/development for nonprofits, including living internationally to support children’s missions. As a director, she supported about 400 independent financial advisors in growing their practices, scaling teams, recruiting experienced advisors, and leading the transition team. Personally, Vanessa is passionate about spending time with her blue Sharpei and staying active. She enjoys playing soccer, hockey, doing pilates, and dancing ballet.

Matt Koppelman has been with Prudential for 3-4 years and is one of the top producers in the company. Prior to Prudential, Matt worked in the service industry his entire career, mostly in hotels, restaurants, and nightclubs. Personally, Matt is passionate about traveling, spending time with family, college football, trying new restaurants, and charity work.

As part of a Fortune 100 financial services firm and one of the top independent broker-dealers in the Fortune 500, Prudential and its broker-dealer partner, LPL Financial, provide unparalleled resources and support to help financial planners thrive. This partnership ensures access to advanced tools, proven strategies, and a national network of experts, empowering you to deliver exceptional client outcomes while achieving personal career growth.

 

We seek individuals committed to professional development who either hold or are actively pursuing these licenses to grow their careers in financial services:

We are a team dedicated to helping people achieve long-term financial security. If you’re ready to make a difference and grow your career, consider joining Prudential, LPL Financial, and our dedicated local team today!

 

Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity.