Vincent Schrump

Vincent Schrump is a CFO Strategist based in Fort Mill, SC, partnering with advisors to deliver financial analysis, strategic planning, and valuation‑driven insights. He joined LPL in 2021 and has since supported more than 100 advisor relationships, helping enhance the CFO Solutions onboarding process and financial modeling framework. With over a decade of experience across insurance, wealth management, and finance, Vincent holds a B.S. in Business Administration from UNC Charlotte, Series 7 and 63 registrations through LPL Financial, and is a CERTIFIED FINANCIAL PLANNER®. He is a graduate of the McKinsey & Co. Leader Academy and an MBA candidate at East Carolina University. Originally from South Florida and now residing in Mooresville, NC, Vincent is an active member of the Financial Planning Association®, a dedicated weightlifter, jogger, and enjoys the outdoors.