• Lindsay McLeod, CRPC®, AAMS®

    Financial Advisor

    CRPC AAMS

Lindsay believes the most successful wealth management strategies look at the big picture. She helps clients understand the complexities of their financial lives and educates them on their available choices, so they are confident in the recommended plan of action. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her client’s best interest, that sets Lindsay apart.

Starting her financial career in 2008, Lindsay brings unparalleled service and client commitment to the McDermott Wealth Management Group. Lindsay is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationship with you, she gains a better understanding of your needs and goals. As a Chartered Retirement Planning Counselor, Lindsay creates comprehensive plans ensuring her client success during their retirement years while also protecting their families through other estate planning strategies.

Lindsay graduated from the University of Connecticut in 2007 with a bachelor’s in business management and has earned her Series 7, 66 and Insurance Life & Health. Lindsay currently resides in Simsbury, CT with her partner, Brandon, and her three children, Liana, Stella and Greyson.