MEET THE TEAM

Lindsey is a dedicated Client Service Associate at Signature Wealth Advisors, recognized for her friendly demeanor, responsiveness, and unwavering commitment to delivering exceptional client experiences. She plays a pivotal role in meeting preparation and follow-up, generating key reports and ensuring compliance checklists are completed with precision. Lindsey also supports client events and manages internal workflows that keep the team organized and forward-moving.

Her servicing responsibilities span a broad range—from handling client requests and tracking documentation to coordinating tasks and providing support for investment servicing. Lindsey is instrumental in maintaining client accounts, following up on required paperwork, and ensuring beneficiary records are accurate and up to date.

Prior to joining Signature Wealth Advisors, Lindsey gained valuable experience at BNY Mellon, where she supported client relationships, facilitated asset transfers, contributed to presentations, and participated in client meetings. She holds a bachelor’s degree from Florida Atlantic University and is known for her passion for helping clients feel supported every step of the way.