Sydney joined the team in 2024 after several years in various roles at Fidelity Investments. She brings her organizational skills and a strategic mindset to the team. Sydney handles diverse responsibilities including relationship management, administrative tasks, research support, trading, and other client duties that enhance client satisfaction and team performance. She holds Series 7, 63, 66, 9, and 10 licenses.
Sydney graduated from Mississippi State University with a Bachelor of Business Administration in Finance. Originally from Starkville, she and her husband, Spencer, now live in Madison where they enjoy spending time with friends and family.