Allentown, PA; July 24, 2024 – One Financial Services is pleased to announce the promotion of Christine McDonald from Administrative Assistant to Office Manager. In this new role, Christine’s primary responsibilities will be managing office operations, human resources, and management of associates while also interacting with clients and vendors.

Christine has been an integral part of One Financial Services team since March 2019, demonstrating exceptional dedication and proficiency in handling administrative responsibilities. With her keen organizational skills and attention to detail, Christine has consistently contributed to the company’s enhanced daily operations and growth.

“We are delighted to announce Christine’s promotion to Office Manager,” said Jack Morrone, Principal and Co-Founder. “Throughout her tenure, Christine has shown exemplary organizational qualities and a deep understanding of our company’s needs. We are confident that she will excel in her new role and contribute significantly to our continued success.”

Christine holds a bachelor’s degree in psychology and marketing from Albright College and is known for her diligence in project management and organizational expertise. She brings a wealth of experience and a proactive approach to her new position, making her a great fit for leading office operations.

Please join us in congratulating Christine McDonald on her well-deserved promotion. She can be reached at Christine.McDonald@OneFinancialServices.com for any inquiries regarding her new role.

 

About One Financial Services

One Financial Services has a mission to help clients make informed life decisions that aim to positively impact the quality of their life and to plan for their financial independence. They offer financial strategies and advice delivered through personalized care and attention. The passion to help improve the quality of life of their clients motivates all their actions through their complete range of planning services in the areas of retirement, estate, special needs, education, and taxation planning.

They have offices in Allentown and Bethlehem, PA. Their Allentown office is located at 1605 N Cedar Crest Blvd., Suite 515. Their Bethlehem office is located at 3101 Emrick Blvd., Suite 217. Visit their website at www.onefinancialservices.com or call 610-437-3500 for more information.

 

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 institutions and at approximately 570 registered investment advisor firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.  

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. 

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

LPL Financial, Forbes, SHOOK Research and One Financial Services are all separate entities.

 

Infromation provided to TVL by:
Ashley Lorah