Client Services

Lindsay Eveler

Client Service Associate

Lindsay has a heart of gold and provides excellent service to our clients as well as support to our advisors at Legacy.

18+ Years Experience
University of Cincinnati Education
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Building Lasting Legacies From The Ground Up

Lindsay Eveler has been an integral part of Legacy Financial since May 2012. As a Client Service Associate, Lindsay assists with new account coordination, transfers of assets, and portfolio management support. She also manages paperwork processing, administrative responsibilities, and client requests with meticulous attention to detail.

Known for her calm demeanor and ability to multitask, Lindsay is dedicated to making the client experience as seamless as possible. She consistently goes the extra mile to support both clients and advisors and helps ensure that day-to-day needs are handled efficiently and thoughtfully.

Lindsay has worked in the financial industry since graduating from the University of Cincinnati in 2008 with a Bachelor of Arts and Sciences degree.

Lindsay lives in Anderson Township with her husband, Tom, their three children, and their dog, Macy. Outside of work, she enjoys spending time with her family, cheering on her children at their sporting events, and working toward a family goal of visiting every MLB stadium together.

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Ready to Align Your Treasure with Your Heart?

Schedule a conversation with Lindsay Eveler or a member of our wealth advisory team today.

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