Lindsay assists in new account coordination, transfer of assets, and portfolio management. As a Client Service Associate, she handles all paperwork processing, administrative duties, basic financial functions, and general client requests. Lindsay fits so well in her role because of her incredible attention to detail and ability to get a task done swiftly and accurately. When she reaches an obstacle she doesn’t already know how to cross, her multitasking abilities allow her to come up with a solution alone or reach out to someone on the team. She has worked at Legacy Financial Advisors for over a decade.
With her calm demeanor, Lindsay is who you want on your side during a stressful or busy situation. She never gets overwhelmed, especially when clients are involved. Lindsay refuses to let anyone down and always goes the extra mile. She has always been in the finance and client service business. Lindsay joined Legacy Financial in May of 2012 after relocating from New Orleans. She has been working in the financial industry since graduating from the University of Cincinnati in 2008 where she received a Bachelor of Arts and Sciences degree.
Lindsay takes pride in how her work eases the pressure off of the advisors in the office. Her assistance allows them to keep their focus and take care of their client’s needs. They are so appreciative that she is there to handle anything. Lindsay feels confident and capable in her ability to resolve issues in order to relieve stress off of the advisors.
Lindsay is married to her husband of 10+ years, Tom. They have three children together and she considers her family to be her greatest blessing. In her free time, she enjoys spending time with her family, watching her children play sports, and traveling. Lindsay and her family reside in Anderson.