Crystal Clifford is the Chief Operating Officer for Avantax Wealth Management. She is responsible for overseeing brokerage operations, administration, compliance, technology, servicing, partner support, and trading departments across the organization.
Her background and experience will provide immense support as she directs the streamlining of platforms and the growth and expansion of those sectors.
Prior to working at Avantax Wealth Management, Crystal was most recently Senior Vice President of Technology at LPL Financial, where she led the Risk & Regulatory technology group responsible for the firm’s anti-money laundering, compliance, and surveillance platforms. In that role, she also supervised product strategy, software application development, and the delivery of technology to financial advisors and internal business partners. Ms. Clifford became Senior Vice President of Technology following two years at the helm of LPL Financial’s Product Management organization, where she focused on home office and corporate systems. Prior to that position, Ms. Clifford led multiple departments in LPL Financial’s Operations, Trading & Service organization over the course of 12 years.
Crystal holds a Bachelor of Science degree in Accounting from San Diego State University and FINRA series 7, 63 & 27 licenses.