Lucy McCann

Lucy is a Manager of Client Services and Advisor Onboarding at Seven Bridges Wealth Advisors. She has over 18 years of experience in the financial services industry, where she has supported advisors and clients through various stages of growth and transition.

In her role, Lucy works closely with clients to ensure their questions are answered and their needs are fully met. She also supports advisors as they transition their clients to our team, providing the tools, resources, and guidance necessary for them to effectively serve their clients and grow their businesses.

Outside of work, Lucy is a proud parent of three wonderful adult children and enjoys sharing new experiences with them. She also enjoys relaxing at the beach with a good book.