Lynette joined the firm in 2018 as a client operations associate, but recently transitioned to her new role as a Senior Client Service Associate for the NYC and Westport, CT advisor teams.
She holds a bachelor’s degree from Johnson & Wales University in Providence, RI and is fluent in Spanish. She’s also an avid traveler and self-proclaimed foodie, and enjoys meeting with her book club, crocheting, and candle-making in her spare time.
Previous Experience
- Associate, Client Operations at Wealthspire Advisors
- New England Pension and Private Clients
- Guardian Life Insurance – Investments
Education & Credentials
- BS, Johnson & Wales University – Providence, Science
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
