In her role at Legacy Capital Advisors, Cindy is responsible for administrative and operational issues, as well as portfolio updates and day‐to‐day client contact. Cindy has over 30 years of experience in financial services, including wirehouses, banks and independent practices. Cindy’s focus is customer service – assuring the very best level of service to all of her clients and prospective clients.
Areas of Expertise
- Investment Operations
- Administrative & Practice Management Support
- Securities registrations held through LPL Financial
Outside The Office
Cindy is a native Atlantan, she is an avid reader and crossword puzzler. Cindy volunteers at the Peach Bowl and the SEC Championship games, and has attended almost every Atlanta Falcons home game for over 25 years.
Legacy Capital Advisors and LPL Financial are separate entities.