Lydia Neary

As Client Service Associate, Lydia is the first point of contact for client inquiries and manages the onboarding process for new clients, including paperwork, account setup and funding. She collaborates with wealth advisory and compliance to ensure a seamless client experience.

Lydia earned her bachelor’s degree in finance from Mississippi State University, where she also minored in French. She is a native Texan, and she likes to spend her free time making jewelry, painting, and spending time with her friends and family.