Lindsay Abrahams, AWMA®, CRPC®

Senior Associate, Financial Planning

Biography
Education & Other Highlights
Location(s)

Lindsay Abrahams is a wealth management advisor based in Lake Success, NY.

Lindsay joined CAPTRUST in 2019, bringing experience from Bank of America Merrill Lynch as a vice president and financial solutions advisor. She also participated in the organization’s Advisor Development Rotational Program, acting as a relationship manager and financial solutions advisor. She is an Accredited Wealth Management Advisorâ„  (AWMA®) and a Chartered Retirement Planning Counselorâ„  (CRPC®). Lindsay collaborates closely with clients to develop comprehensive financial plans tailored to their unique objectives. Her plans include budgeting and saving strategies to ensure financial stability and growth, and assistance with selecting investment portfolios that align with clients’ risk tolerance and financial goals.

Lindsay holds a Bachelor of Business Administration degree with double majors in finance and accounting from Villanova University.

Outside of work, Lindsay enjoys heading to the beach, reading a book, or attending a workout class.

Education

  • Bachelor of Business Administration degree in finance and accounting from Villanova University

Industry Designations

  • Accredited Wealth Management Advisorâ„ 
  • Chartered Retirement Planning Counselorâ„ 

Resources

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