Lindsey McCaffery

Client Concierge at Covenant Wealth Strategies
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Concierge
      • Jan 2022 - Present

      As a Client Concierge of Covenant Wealth Strategies, I strive to provide a proactive concierge service to support our firm’s mission, vision and values. Mission: As our clients' most trusted advisor, the team at Covenant Wealth Strategies is a catalyst; striving to build financial security, see dreams fulfilled, and create enduring legacies. Core Values: • Integrity • Excellence • Empathy • Wisdom Services & Value Proposition: We believe that starting with a comprehensive financial plan, paralleled with our financial strategies, exceptional service and independent objective advice is the cornerstone to success. We value our clients’ best interests and believe in doing the right thing for them.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Services Associate
      • Sep 2021 - Feb 2022

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Concierge
      • Jun 2020 - Sep 2021

      As a Client Concierge of Covenant Wealth Strategies, I strive to provide a proactive concierge service to support our firm’s mission, vision and values. Mission: As our clients' most trusted advisor, the team at Covenant Wealth Strategies is a catalyst; striving to build financial security, see dreams fulfilled, and create enduring legacies. Core Values: • Integrity • Excellence • Empathy • Wisdom Services & Value Proposition: We believe that starting with a comprehensive financial plan, paralleled with our financial strategies, exceptional service and independent objective advice is the cornerstone to success. We value our clients’ best interests and believe in doing the right thing for them.

    • United States
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Administrative Support Specialist
      • Jul 2013 - Jun 2020

    • United States
    • Government Administration
    • 700 & Above Employee
    • Social Worker
      • Jan 2010 - Jul 2013

Education

  • Delaware Technical and Community College-Stanton-Wilmington
    Associate's degree, Human Services, General

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