Lynette Monegro
Senior Client Service Associate
As a Senior Client Service Associate in Wealthspire’s New York office, Lynette supports clients and their advisors with all complex service needs. With more than 13 years in financial services, she brings particular care to time-sensitive situations where accuracy, discretion, and responsiveness are critical. She values becoming a trusted resource for the families she serves and helping clients feel informed and confident as their needs evolve. Lynette began her financial services career with Guardian Life Insurance before moving to New England Pension Plan Systems and ultimately joining Wealthspire. Over the course of her career, she has developed extensive hands-on knowledge of wealth management operations and a strong network of resources she can draw upon when a client need is particularly complex or urgent. She works closely with advisors to turn decisions made in client meetings into action and is known for her quick response times, diligent execution, and ability to find practical solutions when a request requires additional coordination. Lynette earned her bachelor’s degree from Johnson & Wales University.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
