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.
- Associate, Client Operations at Wealthspire Advisors
- New England Pension and Private Clients
- Guardian Life Insurance – Investments
Education & Credentials
- BS, Johnson & Wales University – Providence, Science
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