Lindsey Allard

MBA, AWMA®
0
Answers
0
Articles
1
Followers
“For Lindsey Allard, a successful day is one in which she has the opportunity to go above and beyond for clients and exceed their expectations.”
Firm:

Beirne Wealth Consulting Services, LLC

Job Title:

Advisor

Biography:

What Lindsey Allard enjoys most is her daily interactions with clients and seeing first hand how the BWC team can make a difference in their lives.

As an Accredited Wealth Management AdvisorSM , Lindsey provides financial planning solutions and investment strategies to individuals and their families. She also manages the implementation and daily operations of the firm’s Alternative Investments area for the high net worth client base. In addition to her role as an advisor, she is the firm’s corporate event planner. Lindsey plays an active role with several local charities as a representative of BWC.

Lindsey joined the Beirne Group of Merrill Lynch as a senior registered client associate in 2005. During her seven year tenure with the Beirne Group of Merrill Lynch, she led the institutional operations team. In 2012, Lindsey transitioned to Beirne Wealth Consulting as the team’s director of institutional relations.

Lindsey holds a bachelor’s degree in psychology from Eastern Connecticut State University and a master of business administration degree with a concentration in finance from Quinnipiac University.

In her leisure time, Lindsey enjoys spending time with her husband and two sons, exercising, travelling, and reading. She is also involved personally with several charities that are very close to her heart.

Education:

BA, Psychology, Eastern Connecticut State University

Assets Under Management:

$2.1 billion

Fee Structure:

Fee-Based

CRD Number:

5035699

No Answers Posted