Geneva Castaneda, Client Services Associate
Geneva has more than twenty-nine years of experience in the financial industry holding positions such as a Registered Financial Assistant with A.G. Edwards & Sons, Inc., and most recently, Client Services Associate. She joined LPL as an employee in 2023 to apply her experience working with advisors and their clients in the Admin Solutions Program. In 2008, Geneva helped open the Stifel Nicolaus, Inc. branch in Monterey, CA as an Operations Coordinator and Registered Financial Associate. While there she helped transition representatives and their clients along with the daily operations of the office. Throughout her career, she experienced the dot-com bubble burst, and the effects of the September 11th attacks, so she has a clear understanding of how to best support us and our clients.
When not at work, Geneva enjoys spending time with her husband, Alex, their son, Anthony, and French Bulldog Bubba.
Ciara Gillum, Marketing Consultant
Ciara is our Marketing Consultant and handles all of our digital marketing efforts including social media, email, and website. She graduated from LIM College in New York City in 2012 and comes to us with 15 years of marketing & public relations experience. Outside of work, Ciara is a mom and loves spending time with her family, traveling, and being outdoors; she is a part of the Marketing Solutions team and an employee of LPL Financial.
About Flournoy Wealth Management
About Pam Flournoy, Financial Advisor
About Ally Flournoy, Financial Advisor
About LPL Financial
