lgorham@gmadvisorygroup.com
(631) 227-3900 ext 115

Lyndsey joined GMAG in 2006.

As a daily contact for clients, Lyndsey is responsible for managing and delivering an exceptional client service experience. Lyndsey works hard to ensure that client questions are answered in a thorough and timely manner. She is a team player and works closely with her colleagues so that clients receive the best information and attention the firm can provide. Lyndsey exemplifies the team-oriented and personalized approach clients experience at GMAG. She continually seeks proactive ways to reach out to clients and communicate with updates and information. In addition, clients appreciate Lyndsey's willingness to respond in a timely fashion to their inquiries.

Lyndsey also prepares the monthly account balance summaries and ensures distribution to clients in advance of their receipt of the monthly statements from Pershing.

She holds a B.B.A. in Marketing from Towson University and is a candidate for CFP® (Certified Financial Planner) certification.