Lindsay Loignon,
Financial Advisor
As a fiduciary, Lindsay offers a comprehensive approach to investment management, asset management and financial planning for individuals, families and businesses with over 13 years of industry experience.
She began as a Trade Specialist at Automated Trading Desk, where she managed client relationships by providing support, trade analysis, crisis management and problem resolution. She also led the clearing team for equity reconciliation. A couple of years later, Lindsay transitioned to the role of Vice President of Trading and Client Support for Citi Cross ATS, where she led the team for 7 years. Prior to the start of her career, Lindsay earned an Economics degree from the University of South Carolina.
In her current role at Commonwealth, Lindsay enjoys getting to know each client on an individual level. She enjoys helping them identify their goals and concerns, then figuring out how she can help them achieve those goals and mitigate their risks. She believes in building meaningful and long-lasting relationships with her clients and with her coworkers. Lindsay truly values the team-based approach that Commonwealth upholds. When she is not spending time helping her clients, she enjoys spending her time with her husband and their 2 children.