Lindsey Allard, MBA, AWMA®
Lindsey proactively delivers Beirne’s client service model as well as provides oversight of the operations and client servicing teams to ensure fluid daily workflow while developing and attaining long-term company objectives. Lindsey has been strategically working alongside the firm’s Founding Partner, John Beirne, and Beirne’s President, John Oliver Beirne, for many years fulfilling a multitude of roles and responsibilities throughout her tenure. Lindsey’s main focus is to provide both meaningful solutions and service to Beirne clients and as a result, building lifelong relationships.
Lindsey has performed admirably in her academic pursuits and as an investment advisor. Understanding the nuances of the markets and client needs requires hard work and dedication to a higher degree, which Lindsey has committed to performing at the highest level. Her ability to understand client investment needs can result in a relationship with a person who they can have and build trust with on a long-term basis.
Lindsey has been an valuable member of Beirne since its inception in January 2012. Upon the team departing Merrill Lynch Bank of America (“MLBOA”), Lindsey took on the role of Director of Institutional Relations and was instrumental in the transition of the municipal and corporate pension fund clients from MLBOA to Beirne. After several years in that capacity, Lindsey joined the advisory team at the request of the Beirne partners. She received the Accredited Wealth Management Advisor (AWMA®) professional designation from the College for Financial Planning in 2016. Lindsey graduated from Boston University’s Financial Planning Program in 2017. As an Accredited Wealth Management Advisor®, Lindsey provides financial planning solutions and investment strategies to individuals and their families, as well as defined contribution and pension plans. She is an advocate for female empowerment within the financial industry and has created the platform, Women on Wealth. Its mission is to serve as an infrastructure for women to excel both financially and personally.
Prior to the establishment of Beirne, Lindsey joined The Beirne Wealth Management Group of Merrill Lynch team in 2005. During her tenure at Merrill Lynch, as a Client Associate, she provided operational and sales support for both the team’s high net worth client base, as well as the municipal and private institutional client base. In 2007, she obtained a master of business administration degree from Quinnipiac University. After obtaining her Series 7 and Series 66 registrations, she became a Senior Registered Client Associate where she led the institutional operations team until the team’s departure in 2012.
In her leisure time, she enjoys exercising, travelling and most importantly spending her time with her family and friends. She resides in Connecticut with her husband and two sons.