Lindsey Pierce

Client-focused financial services professional with 10+ years of experience supporting teams, managing client relationships, and delivering personalized financial solutions. Proven ability to prepare client meeting materials, conduct financial profile assessments, process new business documentation, and coordinate marketing events. Consistently ranked in the top 10% company-wide at Citibank for performance and analytical rigor. MBA-trained with strong math, organizational, and communication skills. Committed to obtaining Series 7 and Series 66 licenses and eager to contribute to an advisor team dedicated to long-term client success.