Lindsay is a financial advisor with Raymond James Financial Services and Wealth Partners Alliance. Lindsay supports clients through the firm’s strategic processes, working closely on all aspects of their relationships, including day-to-day operational needs.
Before joining Wealth Partners Alliance, Lindsay was with UBS Financial Services. After completing her college internship with Rick and John at UBS, she joined them full time in 2017 as an associate. There she oversaw all day-to-day client account needs and ensured efficient business practice management.
Lindsay graduated from Southern Methodist University (SMU) with a B.S. in economics with a financial application and a B.A. in economic sociology. While at SMU, Lindsay competed as a Division I athlete. Lindsay holds the Series 7 and 66 licenses.
When she isn’t working, Lindsay enjoys spending time with friends, working out, and exploring new adventures in Dallas.