Lindsee joined our team as a Client Service Associate in 2023. She is employed with the LPL Adminstrative Solutions Department and assists with multiple advisor offices. She brings her industry knowledge and client services experience to her role and is a valuable addition to our team. She joined LPL Financial in 2018 serving in the Client Technology Management and Client Compensation department. Prior to joining LPL, she worked in the defined contributions and defined benefits spaces at Fidelity Investments.
In her free time, Lindsee enjoys expanding her knowledge and likes to learn about financial and real estate investing.