Lindsay utilizes her extensive knowledge and experience to assist and support our clients in the pursuit of their investment objectives. Her ongoing goal is to exceed the expectations of our clients by offering an unparalleled level of service and commitment.
As a Chartered Retirement Planning Counselor, Lindsay has specialized knowledge of the needs individuals face before and in retirement. She engages in retirement planning on important matters such as retirement income, company retirement plans, tax planning, retirement cash flow, asset management and estate planning.
Before joining Raymond James in May 2015, Lindsay was a regional sales consultant at Virtus Investments, and a registered client associate and junior financial advisor at Wells Fargo Advisors. She earned a bachelor’s degree in business management from the University of Connecticut.
Originally from Torrington, Lindsay lives in West Hartford with her husband, Brian, and daughters, Liana and Stella. In her free time, Lindsay enjoys traveling.