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Andree Mohr

Chief Implementation Officer

Andree Mohr

Chief Implementation Officer

I support our growth by working as the liaison between Integrated and our custodial partners, managing the onboarding and transition processes for all advisors, professional partners and administrative personnel. I’ve managed the transitions of numerous advisors, each with differing backgrounds and complexity to their practices and understand the nuances involved.

I build custom transition plans for each advisor, giving them the right information at the right time. We progress in stages, allowing for a focus on the task at hand. We then concentrate on post-affiliation training and support to ensure advisors have the tools they need to leverage Integrated’s comprehensive models and culture. In addition, I help launch and oversee all growth initiatives and special projects for the firm.

Our success recently gave me opportunity to manage the transition of 120 registered reps and 40 non-licensed personnel in the largest and one of the quickest transitions in LPL history, in which 50,000 client accounts were moved. Our entrepreneurial nature and innovative spirit also brought the launch of our Family Office and Destination Portfolio offerings.

My professional background includes graduating from Northeastern University, with its emphasis on experiential learning. I have been supporting advisors in various capacities for the last 10 years and truly enjoy helping them grow, enhance and expand their business models.

Rounding out my life involves passionately supporting the New England Patriots, traveling, running and supporting charitable causes which are important to me.

Be the change you want to see in the world.

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.

InTouch Innovations and LPL Financial are separate entities.

CRPC conferred by College for Financial Planning.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.