Lindsey Marshall serves as the Operations and Compliance Analyst at New Perspectives. Her role managing the day-to-day details of the business while making sure we adhere to the many regulations governing advisors is critical. Lindsey has a passion for helping others and brings a unique perspective (pun intended) to the team. She was first a client and is now looking forward to serving clients by working behind the scenes to make sure everything is running smoothly and to ensure our adviser and investment staff are well supported in their roles.

 

Lindsey completed her Bachelor of Science at William Carey University then started her career at Blue Cross Blue Shield of Mississippi as a quality assurance analyst. She is delighted to now be part of the team at New Perspectives.

 

 Lindsey currently resides in Ridgeland with her husband, Jason. When she’s not in the office, you can find her outside-- gardening, running or playing pickleball.