Lydia joined Collier Wealth Management in 2006 as a Client Services Manager for the Collier Wealth Management team. Lydia’s role is critical to the fulfillment of our mission to “help ideal clients get their financial house in order and keep it that way forever.” She is responsible for processing all account paperwork and transactions and is a great resource for our team and clients. She has a lengthy career in the financial services field, which enables her to handle the most technical aspects of clients’ accounts while still focusing on the personal aspects of customer care.
Education
Prior to her experience in the financial services industry, Lydia worked in accounting, preparing taxes and financial statements. She obtained her securities registration in 2000 and currently holds it with LPL Financial.