Lucy Ainsworth, CFA, is a seasoned financial advisor dedicated to helping clients achieve their long-term financial goals. A graduate of Colby College, Lucy brings a wealth of knowledge and a personalized approach to investment management. Her expertise lies in crafting tailored asset allocation strategies designed to optimize returns while managing risk, ensuring portfolios are aligned with each client's unique circumstances and aspirations. Lucy is committed to providing clear, objective advice and building lasting relationships based on trust and understanding. Outside of the office, she enjoys the simple pleasure of sharing homemade pizza, having built her own wood-fired oven.
💡 Fun Fact: I built my own wood-fired pizza oven.
